Clan Wealth Management is an exclusive wealth management and personalised financial planning company.
Clan Wealth Management prioritises a strong client-centred focus, with more time and resources dedicated to building genuine relationships with clients. As an independently owned company, we represent clients and their interests and simply deliver objective recommendations.
Our approach involves working closely with our clients to truly understand their needs, challenges and objectives. We create a personalised Clan Wealth Plan that provides a roadmap to financial freedom, broadens options, instils confidence and alleviates financial anxieties.
At Clan Wealth Management, we are dedicated to building long-lasting relationships based on trust, integrity and exceptional service. With our personalised approach and unwavering commitment to our clients’ success, we strive to be their trusted partner on their financial journey with our guiding hand.
Venture Wealth Ltd T/A Clan Wealth Management is Regulated by the Central Bank of Ireland.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Limerick, Ie
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://clanwealth.ie/
- HQ
- Limerick
Clan Wealth Management Questions
Clan Wealth Management's website is https://clanwealth.ie/
Clan Wealth Management's LinkedIn profile is https://ie.linkedin.com/company/clanwealth
Clan Wealth Management has
1 employees.
View email and phone details for 1
employees at Clan Wealth Management.
Clan Wealth Management's industry is
Financial Services
Clan Wealth Management's top competitors are
Level Health,
Critico,
Exceedence Ltd,
Acument Capital Advisors,
Gaelite,
Causeway Capital,
Merrion Gold,
Bay Advisory,
Erisbeg,
Apollo Financial Services Limited.
Clan Wealth Management's categories are Financial Services
Clan Wealth Management's founding year is 2023
