Compass Private Wealth specialises in delivering 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 Details
- Employees
- 7
- Founded
- -
- Address
- 4 Upper Pembroke Street, Dublin,county Dublin Dublin 2,ireland
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- compassprivatewealth.ie
- Keywords
- Investment Management, Personal Retirement (Buy Out) Bonds, Asset Allocation, PRSAs, Approved Retirement Funds (ARFs), Directors Pension Schemes, Financial Advice.
- HQ
- Dublin, County Dublin
Compass Private Wealth Questions
Compass Private Wealth's website is compassprivatewealth.ie
Compass Private Wealth's LinkedIn profile is https://ie.linkedin.com/company/compass-private-wealth
Compass Private Wealth has
7 employees.
View email and phone details for 7
employees at Compass Private Wealth.
Compass Private Wealth's industry is
Investment Management
Compass Private Wealth's top competitors are
Wallace Financial Consultants,
Fordel,
Prosperous Financial,
Compass Private Wealth Group,
Investwise Financial Planning,
Mercer,
Anderson & Morden Private Wealth,
Complete Financial Advice Limited,
Dwyer Barry,
Davy.
Compass Private Wealth's categories are Investment Management
Compass Private Wealth's founding year is 2015
