Our products and services How we can meet all your wealth needs

What we offer

Expert wealth planning

  • Tax-efficient structuring
  • Trusts and bonds
  • Retirement planning, including pensions
  • Wealth protection and insurance

Tailored investment solutions

  • Discretionary portfolio management
  • Advisory and execution-only services
  • Managed funds
  • Impact investing expertise

Lending options

  • Residential and buy-to-let mortgages
  • Portfolio finance
  • Bespoke loans

Plan for your future

To help you try to achieve your financial goals and ensure everyday support, we provide a dedicated team of wealth managers, planners and other specialists.

Our wealth planners will find out what matters to you. Then they draw up a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We’ve helped people plan for over a decade now, throughout the world, for all types of wealth.

Before we focus on your plans, we focus on you. We’ll start by getting to know you – your individual circumstances, what your goals are for your wealth and the level of involvement you want to have.

Working closely with you and your Wealth Manager, our Wealth Planners will

  • Talk to you about your short-and long-term goals, as well as any existing plans you may have
  • Draw up a strategic plan for you to review and approve
  • Always keep an eye out for opportunities, and respond quickly to your changing needs

Your wealth goals

Grow your wealth

We know you’ll have different priorities for your wealth at different points in your life. You might be looking to grow your wealth to make sure you have a leisurely retirement, or to protect what you have against future uncertainty.

Whatever your goals, we have the expertise, products and services that can help you achieve them.

Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and try to achieve them.

Focusing on your future means thinking about the legacy you want to leave behind. We can help plan your estate to ensure your loved ones are secure, come what may.

Are you satisfied with your current financial status?

Choose from thousands of investments including funds, equities and bonds Use the tools and insights in our Research Centre to make your own investment decisions

Want to start today?

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

Cashel does not give tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.

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