What makes us different
The Access Wealth Difference
A small firm with big impact.
Decades of experience. Global best-in-class planning. Smarter investment implementation.
The best plans aren’t built on predictions, they’re built on process.
Our philosophy combines financial planning with disciplined investing, so every decision is part of a bigger picture, yours.
Our approach offers a complete framework, delivered through three core pillars:
your financial roadmap, your investment strategy and the ongoing supervision via personal check-ins.
Key Principles:
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Advice first. Transparent, plain-English guidance
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Evidence-led investing. Diversified, low-cost portfolios designed to be held through cycles.
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Tax-aware implementation. Smart use of Irish Pension, Tax and Retirement reliefs and allowances - to plan tax efficiently.
What we do
Business
Owner Advice
Financial Consulting for Owner Directors to optimise the interaction between corporate and personal wealth.
Your goals achieved with Wealth protection, extraction and
retention.
Turning strong corporate
balance sheets into personal wealth .
We advise on the transition to
personal wealth through approved
allowances, schemes, reliefs and good planning.
Investment
Management
Risk-appropriate, globally diversified, low-cost portfolios, with disciplined rebalancing.
Simple tools, clear explanations, and ongoing support.
We help you build the knowledge, discipline, and confidence to stay on track and make smarter long-term investment choices to ensure you capture the returns the markets have to offer.
Financial
Planning
Clarity, Control and Confidence across
goals, cash flow planning, pension funding, pension drawdown, estate
planning, protection, and tax awareness.
All captured in a written plan with a
simple implementation roadmap.
Consolidate your financial life across
investments, pensions, protection, and
estate planning.
Helping you close the gap between where you are and where you want to be.
Advisor-owned.
Advisor-owned, meaning we answer only to you, not outside investors, ensuring your goals always come first. Our independence empowers us to offer truly impartial advice focused solely on your long-term financial wellbeing.
Client-aligned.
Client-aligned means your goals are our compass, we build strategies that move you forward, not our agenda.
With every recommendation, we stand beside your ambitions and adapt as your journey evolves
Evidence-led.
Evidence-led means we anchor every strategy in robust data and research-backed insight to move beyond guesswork.
Our decisions are driven by what works, not what sounds good , so your wealth journey is built on proven foundations.
What our clients say
A few words from our clients.
Transformative financial partnership
Working with Access Wealth has been a game-changer for me. From day one, their team really took the time to understand my goals and circumstances, not just my numbers.
Their tailored financial plan gave me confidence, clarity, and a path forward I truly believe in. Thanks to their guidance, my investments are more aligned with my vision, and I now feel secure about my future.
Sarah Murphy,
Dublin, CEO
Peace of mind with expert stewardship.
I was navigating a big life transition (selling a property, planning for retirement) and felt overwhelmed. Access Wealth walked me through every step: from risk assessments to investment strategy, tax planning to long-term security.
Their attention to detail, consistent follow-ups, and genuine care have given me peace of mind I didn’t know was possible. I’m grateful to have them on my side.
Elaine Neilsen,
Kildare, CEO
Professional, trustworthy, results focused
As a small business owner, I needed more than generic advice. I needed a trusted partner. Access Wealth delivered exactly that. They helped me streamline cash flow, manage business risk, and plan for growth, all with transparency and integrity.
Their insights are always practical, and they communicate complex financial ideas in a way I can understand. I highly recommend them.
Kevin O’Brien,
Meath, Business Owner
Our Partners
Insights