Compass Private Wealth specialises in delivering independent and sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland. We pride ourselves on being completely independent in all advice to our clients, emphasising transparency and integrity throughout the entire client relationship. Our services are as follows: - Investment Management & Asset Allocation - Pre-Retirement Pensions (Buy Out Bonds, SSASs, PRSAs) - Post-Retirement ARFs - Succession Planning & Protection Both Jonathan Sheahan and Angela Browne are Qualified Financial Advisors (QFA). Jonathan is also a fully qualified Certified Tax Advisor (CTA). While Compass Private Wealth does not advise directly on tax, our consideration of this area adds significant value to our clients. Our office is centrally located on Baggot Street Lower, Dublin 2 and our website is www.CompassPrivateWealth.ie For more details contact us on office@CompassPrivateWealth.ie or 01-6852530 Compass Capital Solutions Ltd. t/a Compass Private Wealth; Compass Pensions; Compass Financial Planning is regulated by the Central Bank of Ireland
Compass Private Wealth specialises in delivering independent and sophisticated Wealth Management and Financial Planning advice to Individuals and Families in Ireland. We pride ourselves on being completely independent in all advice to our clients, emphasising transparency and integrity throughout the entire client relationship. Our services are as follows: - Investment Management & Asset Allocation - Pre-Retirement Pensions (Buy Out Bonds, SSASs, PRSAs) - Post-Retirement ARFs - Succession Planning & Protection Both Jonathan Sheahan and Angela Browne are Qualified Financial Advisors (QFA). Jonathan is also a fully qualified Certified Tax Advisor (CTA). While Compass Private Wealth does not advise directly on tax, our consideration of this area adds significant value to our clients. Our office is centrally located on Baggot Street Lower, Dublin 2 and our website is www.CompassPrivateWealth.ie For more details contact us on office@CompassPrivateWealth.ie or 01-6852530 Compass Capital Solutions Ltd. t/a Compass Private Wealth; Compass Pensions; Compass Financial Planning is regulated by the Central Bank of Ireland
Company Information
- Industry
- Investment Management
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 127 Baggot Street Lower County Dublin Dublin
- City
- Region
- Postal Code
- Dublin 2
- Country
- Ireland