OUR CLIENTS
YOUR WEALTH MATTERS
Our clients are from all walks of life and all stages of life. So, whilst they don’t always require the same level of advice, they all receive the same level of service – the highest.
HOW WE WORK WITH YOU
Senior professionals and executives
Our understanding of the challenges and opportunities of corporate life enables us to offer you bespoke advice throughout your career.
Entrepreneurs and business owners
We understand the entrepreneurial mindset, so are well-placed to help business owners maximise the value of their assets both before and after a business sale.
Family businesses and farms
We recognise the dedication of family businesses and farm owners and understand the financial and emotional complexities involved in selling or passing on these assets.
High-net-worth families
We know high-net-worth families value wealth preservation and growth equally, so we advise on how to invest accordingly for generations to come.
Charities and organisations
We understand the responsibilities and obligations of trustees, so we advise and invest your assets with your reputation front of mind.
Women
We’re committed to advising women on how best to secure their financial future and enhance their knowledge of all areas of wealth management.
A PERSONAL INTRODUCTION
Members of our senior wealth management team explain what makes Goodbody the right choice for clients.
THE PROCESS
CREATING YOUR PLAN
The cornerstone of our relationship is a financial plan. It visualises your financial future so you make the right decision today to meet your long-term wealth needs.
CASE STUDIES
REAL LIFE PLANS
Behind every wealth plan we create is a personal story. Here are some our clients are happy to share.
CONTACT US
Speak to our specialist teams in Dublin, London, Cork and Galway.
