Exclusive, Imaginative and Discreet ...

Financial Planning

In a rapidly changing World, flexible financial planning is essential and requires modern innovative solutions, commensurate with maximum security.

Wellington Court Financial Services provides exclusive, imaginative, discreet and cost-effective services, based on long industry experience. We provide professional guidance on investments and select quality financial products from the global market place, to achieve your personal financial objectives.

Our Financial Planning process is discreet and confidential. We gather and assess all relevant information to produce our advice, based on your personal circumstances, needs and objectives.

While many financial institutions may give advice on a limited range of financial products only, Wellington Court Financial Services, as an independent financial institution, is free to select the most suitable investment solutions from across the global marketplace, each tailored to your individual need and expectations.

Our clients receive a personal, first class service based on totally independent, impartial financial advice, geared towards:
-       Conserving and maximising the return on their wealth.
-       Meeting their financial objectives, through a clear and simple financial planning process.
-       Minimising the tax burden, through adequate fiscal planning.

Wellington Court Financial Services is an organisation with a global outlook, which allows us to offer the best and most appropriate financial products and services, from a range of International Banks, Investment and Insurance Institutions, to expatriates and international investors.

Our advantage

Why Wellington

Wellington Court Financial Services executives provides exclusive, imaginative, discreet and cost-effective services, based on over 30 years of industry experience.

Our Team

Members of our team work in integrated teams focused on delivering quickly and efficiently specialist services to all our clients, whatever their background or needs. Our success depends on the experience and commitment of our people dedicated to provide the very best client care.

 Security

Wellington Court Financial Services does not maintain client accounts. All Client transfers are made directly through major banks or custodians to the regulated International Providers, with whom your investments are placed.

Client privacy is maintained at all times under stringent requirements of security and confidentiality. In addition, every Bank, Insurance Company and Fund Provider we deal with is regulated. Thus, our clients profit from the benefits of a reliable service and the security offered by regulated Banks and Institutions in Dublin, the City of London, New York, Tokyo, Switzerland, Luxembourg, Bermuda, the Channel Islands, Isle of Man, Singapore and other selected well-regulated centers.