We offer a family service incorporating investment, pension and tax planning 

We offer bespoke, independent financial advice. We never settle for second best and always have our clients as our top priority. It is a professional and personal service and we take pride in all we do.

Who We Are

Whelan Wealth Management was founded in 2009 by Dermott Whelan. Dermott wanted to use his 20 years of financial and investment experience to create a family office for a small group of clients 

Our Clients

Every client is unique. That’s why we customise our advice to meet your needs exactly. Whether you are planning for retirement, in retirement, or just starting your financial journey, we’ll sit down with you, listen to your objectives and goals and prepare a customised plan to help you meet them. 
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“"I would also like to say thank you from both of us for diligently looking after our funds, particularly in these turbulent times. You seem to manage to get them to float almost seamlessly through the maelstrom that is the current economic market.
 Luke Brady, Bedford
“ Money talks but Wealth whispers"
Goldman Sachs advertisement, Zurich airport