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Willis Private Clients

Welcome to Willis Private Clients

Our services are designed to facilitate an accurate professional assessment of all your financial needs.

How we can help
Our clients range from company directors and senior executives to PAYE and self employed individuals. 

The benefits of our services:
Reducing tax liabilities
Personal & Executive Retirement Planning Solutions 
Advice on Pension arrangements for employees
Retirement & Investment Advice 
Personal and Family Protection 
Business Protection & Advisory Services 

Key Services include: 
Individual Financial Assessment
Pre and Post Retirement Planning
Group pension arrangements 
Deposit & Investment Advice
Life Assurance
Business and Key Person Protection 
Individual Protection Benefits
Tax & Estate Planning 

Why us?
The blend of our experience and expertise will help you design a plan to manage your finances. Our financial planning service is designed to optimise your current financial position today and leave you safe in the knowledge that whatever tomorrow brings can be taken care of. 

For more information, see the Downloads section to the right.

30th October 2015
INDIVIDUAL BUSINESS WITH RETIREMENT STRATEGIES LIMITED - TRANSFER OF AGENCY TO WILLIS PRIVATE CLIENTS LTD
Willis Risk Services Holdings (Ireland) Limited has taken the decision to restructure its operations and to provide all individual business including pension, life and advisory services through a single regulated entity, namely Willis Private Clients Limited.  Willis Private Clients is a Willis Group Holdings plc company.

Retirement Strategies Limited  will transfer its individual pension, life and advisory clients to Willis Private Clients Limited on 1st January 2016.  

Your policy will not be affected by this change of agency.  Your existing contacts within Retirement Strategies Limited will continue to look after your requirements and will not change. 

1st July 2015
INDIVIDUAL BUSINESS WITH WILLIS RISK SERVICES (IRL) LTD & ATTAIN CONSULTING LTD - TRANSFER OF AGENCY TO IFG PRIVATE CLIENTS LTD
Willis Risk Services Holdings (Ireland) Limited has taken the decision to restructure its operations and to provide all individual business including pension, life and advisory services through a single regulated entity, namely IFG Private Clients Limited.  IFG Private Clients is a Willis Group Holdings plc company.
Willis Risk Services (Ireland) Limited and Attain Consulting Limited will transfer its individual pension, life and advisory clients to IFG Private Clients Limited on 1st August 2015.  IFG Private Clients Limited intends to rebrand to Willis Private Clients Limited later this year.
You policy will not be affected by this change of agency.  Your existing contacts within Willis/Attain/IFG will continue to look after your requirements and will not change.

Willis Private Clients Limited t/a Willis Private Clients & Willis Healthcare Solutions is regulated by the Central Bank of Ireland.



 
CONTACT DETAILS
Willis Private Clients
Tel: +353 1 661 6211
Email: private.clients@willis.ie
DOWNLOADS
Financial Planning 2015