Wealth Management

Wealth Management

Expert independent advice combined with trust and  exceptional client service has formed the basis of our relationship with clients for more than 25 years. The Wealth Management team at BDO Northern Ireland concentrate on helping our clients achieve their financial objectives. We do this by ensuring we have a detailed understanding of our client's aspirations for themselves, their families and their businesses.

Our independent financial advisory team are committed to providing our clients with an exceptional wealth management experience by working closely with them and with their other professional advisers to design and deliver a bespoke financial plan to meet their short and long term objectives.

Our advice and guidance can be at a corporate, personal, family or trust level. At BDO Northern Ireland we work hand in hand with our other business streams to deliver a complete financial service. We believe in an integrated approach in business.

We engage with individuals, trustees and businesses providing advice on a range of areas. We aim to help our clients create, protect and grow their wealth whilst controlling risk, reducing tax exposure and ensuring that recommended strategies are flexible and adaptable to meet their and their families changing circumstances.

Wealth Management Services