Wealth Management

Your Trusted Wealth Management Consultants

Morrissey Wealth Management provides personalised consulting services to private clients and companies like yours. We work closely with our clients to help you protect your assets, craft tailored investment strategies, mitigate risk, simplify tax obligations and devise tailored employee benefit strategies.

Our Qualified Financial Advisors (QFA) hold the Retirement Planning Advisor (RPA) designation for your peace of mind, allowing us to give you the most relevant and up to date information for all your financial needs. Use our 13+ years of financial experience to co-create solid financial strategies that align with your long-term goals and dreams for growth. We specialise in the areas of pensions, investments, income protection and life assurance.

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Private Clients

We specialise in financial planning for business owners and high net worth employees. We make sure that you are saving enough for retirement, that your assets including your income are protected and that your investments are well diversified. We review all your finances to ensure that you are making the most of tax saving opportunities. If you are a Morrissey Wealth Management private client, and you have pensions and investments with us, it is important that we take the time to review once a year.

Employee Benefits Consulting

We understand the importance of employee benefits, which play a crucial role in attracting the right people to your workforce. However, employee benefits planning can feel overwhelming. Nobody understands your staff’s needs better than your staff themselves. Let’s get to know what your staff need and expect out of their benefits, so we can provide suitable cover that supports their lifestyle and helps you attract (and retain) top talent.

What truly sets Morrissey Wealth Management apart is that we get employees involved in the process, while educating them on best practices to make the most of their benefits. Our team will work closely with yours to assess, develop, and implement a competitive benefits program that sharpens your reputation, while helping your team achieve their goals, both personally and professionally. From group life cover to retirement plans, to navigating auto-enrolment, Morrissey’s expert wealth management specialists are trusted by employers nationwide for tailored employee benefits strategies.

Where it all began

Meet the founder: Cian Morrissey

Navigating financial waters can be complicated, but with Cian Morrissey charting the course, our clients know they are in safe hands. As our Founder, Cian has worked with a number of established and growing companies across Ireland. With a firm belief in people being the lifeblood of any business, Cian is intricately involved in the day-to-day operations of the company, from private wealth management to employee benefits planning.

Cian brings extensive experience and extraordinary financial wisdom to the table, personally overseeing every moving part of the business with attention to detail and foresight. Many of Cian’s clients have been with him over 12 years. Cian’s commitment to excellence makes Morrissey Wealth Management an indispensable partner for our clients, who know they can trust our wealth management consultants for tailored financial strategies that deliver optimal returns.

Have you scheduled your free consultation yet?

Your first call is on the house. To learn more about our wealth management services and employee benefits consulting, call us directly at +353 85 113 8420 or complete the quick form below. Alternatively, you can contact Cian by email at cian@mwealth.ie

We look forward to helping you grow and protect your assets with confidence.