Who we are
Founded in 1987, Clinch Wealth Management is one of Ireland’s largest independently-owned financial advisory firms. We are majority owned by the three Executive Directors – Tom Clinch, Michele McGuirk and Andrew O’Donohoe. New text goes here.
What we do
We provide financial planning and investment management services to private clients. This includes impartial advice on pensions, investments and inheritance planning products. Our tailored, personal service is provided by a team of qualified and experienced advisors. Our unique strength is based on our independent ownership. This gives us unrivalled oversight of the entire Irish wealth management market and all the pension, investment and life insurance products available.
Our service is designed for people who need to manage their own finances. Whether you are at the beginning of your career, your work life is developing or you are retiring, we are here to advise you through all your life stages and guide you through key life events that require financial planning.
Our clients include:
PROFESSIONALS
- Legal & Financial
- Property
- Medical
CREATIVES
- Music & Media
- Stage & Screen
- Art & Publishing
ENTREPRENEURS
- Owners of privately-owned businesses
SENIOR EXECUTIVES
- Senior personnel changing jobs and retiring
Our Approach
The cornerstone of our service is an overall financial plan tailored to your specific goals. This helps to guide you through the financial opportunities and challenges that arise throughout your life. We provide a long-term advisory service that you can trust throughout your lifetime.
Plan
The first step in our service is to listen to you to establish your existing finances and future objectives. We then provide a written financial plan covering your retirement goals, investment strategy and inheritance planning. This plan gives you a template to make all your financial decisions as part of a logical, long-term strategy.
Implement
Once we have agreed your financial plan and investment strategy, we research and select the best financial products in the market to achieve your goals. Then we manage the entire implementation process promptly and efficiently.
Review
As part of our personalised service approach, we regularly review your financial plan and investment strategy. If your personal circumstances or goals change, we can adapt your financial plan quickly. As the markets change, we recommend changes to your investment strategy. When new technical ideas emerge or tax rules change, we make the necessary adjustments to your financial products.
Value for Money
We place a strong focus on providing a high-quality wealth management service at a market-leading cost. We use our scale to negotiate discounted management fees, we make maximum use of low-cost index-tracking funds where appropriate and we use technology to minimise overheads. Our efficient business model puts the maximum resources into the high-quality advice that you need.