Patrick Phelan
Managing Director

welcome to
Phelan Wealth Management

Thank you for taking the time to visit our web site, which is being updated at present

As well as helping our clients create wealth over the years, Phelan Wealth Management spends a lot of time helping clients protect the wealth they already have. We aim to make financial issues like Inheritance Tax Planning interesting and encourage you to think about your own situation.

You know how some people feel a lack of confidence in connection with their personal finances, but just don’t know who to take confidence and trust in. This often means that at best, financial plans stay on the drawing board, or worse, poor decisions are made, leading to financial stress and uncertainty.

Well, what we aim to do is help our clients to become financially well organised, leading to peace of mind and security. So do contact us to discuss your own individual financial planning requirements.

Services

• At Phelan Wealth Management, we provide advice and guidance on issues relating to Financial Planning, particularly investments and Inheritance Tax Planning and we work on the basis of making a personal recommendation.
• As Independent Financial Advisers, we work on your behalf and NOT on behalf of the Product Provider; we are entirely impartial.
• We offer an initial meeting without charge or obligation to establish your current financial position, establish your goals and objectives for the future and determine a plan of how to get there.

The Financial Services Authority does not regulate will writing, taxation and trust advice