Private Clients & Wealth Management

At UHY FDW we pride ourselves on understanding our clients and listening to their needs. Our team has experience working with both individuals and companies from a wide range of industry sectors at various stages of their life cycle both in Ireland and Northern Ireland.

We deal increasingly with mobile clients who require advice that will meet their needs no matter where in the world they reside. We work closely with our colleagues in UHY offices worldwide to produce plans that cover multiple jurisdictions.

  • Tax Planning
  • Pension & Retirement Planning Insurance and Protection Succession Planning
  • Living Will Advice
  • Investment Advice

Our partners in One Finance, specialise in all aspects of financial planning from pensions and investments to life cover and mortgages. The firm offers independent financial advice to clients all over Ireland.

With an extensive range of skills and experience in investments, pensions, life and health insurance, they ensure they can plan for your financial future with confidence.

Contact Our Experts

Alan Farrelly

Managing Director

Niall Donnelly

Tax Director