Wealth Management in Dublin and Wexford
Quigley Financial Brokers provides strategic wealth management and private financial planning services to individuals, families, professionals, and business owners in Dublin, Wexford, and across Ireland.
Established in 1997, we bring decades of experience in helping clients protect, structure, grow, and transition wealth through tailored long-term financial strategies designed to provide clarity, security, and intergenerational peace of mind.
Wealth Management and Financial Advice for Clients in Dublin and Wexford — Advising Across Ireland
At Quigley Financial Brokers, we deliver structured financial planning and wealth management advice, helping private and corporate clients navigate complex decisions with clarity, confidence, and long-term direction.
Protecting Your Wealth
Put in place appropriate protection arrangements, review and strengthen your pension planning, and implement a structured approach to saving and wealth accumulation.
Growing Your Wealth
Conduct a comprehensive review of your pension arrangements, evaluate your savings and investments, and implement structured inheritance and gift tax planning.
Distributing Your Wealth
Prepare for pension maturity and retirement income, conduct a review of your investment portfolio, and implement structured intergenerational wealth transfer planning.
Our Services
Accumulating & Protection Of Wealth
Building, protecting, and preserving wealth begins with a clear understanding of your overall financial position.
At Quigley Financial Brokers, we work with individuals, families, professionals, and business owners to develop structured long-term financial strategies focused on wealth growth, financial security, and intergenerational planning.
Our advisory approach is centred around three key areas: growing wealth through carefully selected investment and pension strategies, protecting assets and income through appropriate insurance planning, and structuring wealth efficiently for future generations through inheritance and estate planning.
For many clients, the starting point is our confidential “We Compare – You Save” review service. This involves a detailed assessment of your existing savings, investments, pensions, and protection arrangements to identify potential improvements, efficiencies, and opportunities aligned with your long-term objectives.
To request a confidential wealth review, simply upload your latest policy or investment documents using the link below.
One of our experienced Qualified Financial Advisors will review your current arrangements and provide clear, professional guidance tailored to your financial goals.
Review Your Pensions
We provide tailored pension planning advice to support a secure financial future and optimise long-term retirement outcomes.
Review Savings & Investments
We deliver structured investment advice designed to support long-term wealth growth and disciplined portfolio management.
Inheritance Tax Planning
We provide structured estate and succession planning advice to manage inheritance tax and support efficient intergenerational wealth transfer.
Client Testimonials
I contacted Quigley Financial only recently to get advice on income protection and am extremely pleased with the support I received. Conleith Quigley made it easy for me to understand my options and guided me through all decisions. He further provided me with very helpful advice on my mortgage application and even on property purchase, which helped me to correct some suboptimal decisions I had previously taken. I found the services highly professional and very efficient, and will definitely trust Quigley Financial with any financial decisions in the future. Conleith Quigley makes sure he understands a client‘s individual situation and specific needs to provide the best possible advice. Highly recommended!
Kathrin Abegg
Our Proven Three - Step Process to Protect and Grow Your Wealth
2. Arrange a Consultation
Schedule a complimentary consultation - preferably via Video call - with a Qualified Financial Advisor to assess your financial needs and objectives. Upon booking, a regulatory Fact - Finding Form will be emailed to you for completion and return prior to the meeting, enabling the Qualified Financial Advisor to fully prepare effectively with accurate and comprehensive information.
3. Approve the Recommendations
Following the Video call, you will receive a detailed email summary highlighting the key discussion points and any immediate actions recommended to protect and grow your wealth. Your Qualified Financial Advisor will then prepare tailored recommendations, present them clearly and concisely, and proceed with implementation once you've given your approval.
Key Industries and Professions We Serve
Our wealth management services are designed to optimise your investment portfolio, preserve your wealth, and ensure its long-term growth.
Corporate and Executive Leadership
Tailored strategies for CEOs, CFOs, and senior executives of leading companies.
Professional
Services
Expert wealth management for legal, financial, and medical professionals, including partners and consultants.
Entrepreneurship and Business Ownership
Supporting business owners, investors, and property developers in building and managing wealth.
Technology and Creative Industries
Specialised services for high-ranking tech professionals, creatives, and academic entrepreneurs.