Established in 1997
Multi-Generational Firm
Trusted Financial Advice
Do Any of These Sound Familiar?
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I'm unsure whether my current financial arrangements are working as effectively as they could.
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I have accumulated assets but no clear long-term strategy.
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I want greater confidence about retirement.
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I want to protect my family and preserve my wealth.
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I want to make informed decisions about passing wealth to the next generation.
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I simply want clear, professional financial guidance.
If any of these resonate with you, our Confidential Wealth Review is designed to provide clarity, confidence and a personalised strategy.
Who We Help
Professionals
Supporting professionals seeking greater financial clarity, retirement confidence and long-term wealth planning.
Business Owners
Helping business owners protect personal wealth, structure assets and plan for future succession.
Families
Creating long-term financial security and helping preserve wealth for future generations.
Pre-Retirees & Retirees
Providing retirement income planning, wealth preservation and ongoing financial guidance.
Gain Clarity Around Your Financial Position
Many successful individuals and families reach a stage where they want reassurance that every aspect of their financial life is working together effectively.
Your confidential Wealth Review is designed to identify opportunities to strengthen your overall financial position, giving you greater clarity and confidence about the future.
During Your Review We May Discuss
✓ Retirement Planning
✓ Existing Investments
✓ Pension Arrangements
✓ Family Wealth Planning
✓ Business Owner Planning
✓ Estate & Inheritance Considerations
Our Wealth Planning Philosophy
Protect • Structure • Grow
Protect
Helping safeguard your family, income, lifestyle and accumulated wealth.
Structure
Creating efficient financial arrangements designed to support your long-term objectives.
Grow
Building wealth through disciplined long-term financial planning and investment strategies.
Areas Of Wealth Planning Expertise
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Building & Managing Investment Wealth
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Retirement & Financial Independence
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Protecting Family Wealth
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Business & Director Planning
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Succession & Estate Planning
Planning for Future Generations
Successful wealth management is about more than growing wealth. It is about creating clarity, protecting what you have built and ensuring your wealth continues to support the people, opportunities and ambitions that matter most. Through Quigley Family Wealth Office, we help individuals, families and business owners bring every aspect of their financial life together within one coordinated long-term strategy, helping to protect, structure and grow wealth while creating a lasting legacy for future generations.
What You Can Expect
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Greater clarity around your financial position
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A coordinated long-term financial strategy
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Confidence in your retirement planning
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Better organised investments
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Tax-efficient planning where appropriate
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Ongoing professional guidance as your circumstances evolve
Confidential Wealth Review
Step 1 – Arrange an initial consultation
Step 2 – Complete your confidential fact-find
Step 3 – Review your existing arrangements and objectives
Step 4 – Receive tailored recommendations and an agreed action plan
Our Clients Value
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Clear, impartial advice
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Long-term relationships
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Thoughtful financial planning
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Ongoing reviews
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Personal service
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Financial confidence
Why Choose Quigley Financial Brokers
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Established Since 1997
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Impartial Financial Advice
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Family Firm Across Generations
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Long-Term Client Relationships
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Ongoing Reviews
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Offices in Dublin & Wexford
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Regulated by the Central Bank of Ireland
Client Testimonials
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Alternatively, complete the form below and a Qualified Financial Adviser from Quigley Financial Brokers will be in touch shortly to discuss your enquiry and how we may be able to help.