Wealth Management

Corporate & personal wealth management

Wealth Management is the ongoing process of assessing, arranging and managing your finances to ensure you meet your financial and life objectives.

As a client of OBI Wealth Management you can avail of our considerable knowledge and experience in investment and taxation services. The integration of tax and financial planning services is especially beneficial for effective personal wealth management and efficient business succession.

Ivan Kennedy QFA FLIA
Qualified Financial Adviser & Fellow of LIA
Managing Director

Ivan has over 23 years experience in the investment, pension planning and life assurance area of Financial Services. He qualified as a Fellow of Life Insurance Association in 1994 and is an active participant in the Continuous Professional Development programme provided by the LIA and is a serving Director on the LIA Board since December 2005.

OBI Wealth Management Ltd.
3rd Floor, Mount Kennett House, Henry Street, Limerick
Telephone Office 061 401122
Mobile 086 260 3918

OBI Wealth Management Ltd. is regulated by the Financial Regulator as an Authorised Advisor and is fully independent.

Full range of OBI Wealth Management services include:

Company Pensions:

Personal Pensions & PRSA’s:

Life Assurance Cover:

Serious Illness Cover:

Lump sum payment in the event of

Income Protection Cover:

Individuals & groups

Lump Sum Investments:

Regular Monthly Savings Plan:

Business Protection Cover

Mortgages:

For further information contact
Ivan Kennedy QFA FLIA
Qualified Financial Adviser & Fellow of LIA
Managing Director

Phone 061 401122
Mobile: 086 260 3918

OBI Wealth Management Ltd is regulated by the Financial Regulator as an Authorised Advisor

 

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