Gallagher Wealth Management offers expert financial advice, with unfettered access to investment vehicles, funds and different asset classes. Our advice is tailor-made to your individual attitude to risk and designed to help you achieve your financial objectives.
Our investment process begins with a factfinding process to help us understand your circumstances, needs and attitude to risk. Using our extensive knowledge, experience and technical expertise, combined with the latest research and comparison tools, we can recommend an investment portfolio designed around your objectives.
Regular reporting from our WealthTracker service, reviews and rebalancing will ensure that your portfolio is invested according to the agreed plan.
Whether you need advice on long-term investments such as a pension investment portfolio or short-to-medium term investments such as stocks and shares ISAs, our advisers will be with you every step of the way.