FundExpert is aimed at DIY investors i.e. those that don’t want personalised advice.
Would you like personalised advice?
If you would like personalised advice we would be happy to oblige.
Dennehy Wealth. (DW) have a pedigree for providing personalised advice that goes back to 1987. Have a look at the Dennehy Wealth website to learn a bit more about the services DW offers.
If you wish to benefit from our advisory service we will provide a detailed written report with an analysis of your situation and recommendations on your priorities.
The first step will be to gather more detailed information about you and your situation. If you wish to learn more about the advisory offering and how it might help you start by getting in touch via the Dennehy Wealth website.
Once we receive your email we will send through our confidential Financial Review Forms, which you can either email back or put in the post.
Personalised advice requires much more work on our part and a fee is charged for this service. If you proceed with this option we will set out the nature of the fees for you in advance.