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Your financial
future, simplified.

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“One of the UK’s leading financial advisers.”

How can we help you?

Investing for growth

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Are my funds any good?

What are the best investment funds for growth?

What are the best ISA funds?

Investing for income

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How do I choose income funds?

What are the best investments for income?

What are my income options in later life?

Inheritance tax

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How can I reduce my inheritance tax bill?

What scope do I have to make gifts?

Can my pension pot be inherited tax-free?

Retirement planning

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How much do I need to retire?

What are my retirement options?

Are my SIPP funds good enough?

Family and business protection

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How do I protect my family when I die?

How is the mortgage paid when I die?

How will my business survive my death?

Divorce

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How do I manage my financial assets after divorce?

Do I need a financial plan on divorce?

How should I plan financially for later life?

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Our pedigree

Dennehy Wealth is one of the UK’s leading independent financial advisers. Our team of investment experts and Chartered Financial Planners have been providing expert advice since 1987.

People just like you have been our sole priority over the last five decades, which is why we receive so many referrals from our existing clients, often helping their family members through the generations.

Our decades of knowledge and in-house research means we can provide the very best tailored advice when it comes to investing and financial planning at different stages of your life.

Learn more

› Acclaimed research

› Experts since 1987

› Tailored advice

› Chartered Financial Planners

Chartered financial planners logo

Our pedigree

Dennehy Wealth is one of the UK’s leading independent financial advisers. Our team of investment experts and Chartered Financial Planners have been providing expert advice since 1987.

People just like you have been our sole priority over the last five decades, which is why we receive so many referrals from our existing clients, often helping their family members through the generations.

Our decades of knowledge and in-house research means we can provide the very best tailored advice when it comes to investing and financial planning at different stages of your life.

› Acclaimed research

› Experts since 1987

› Tailored advice

› Chartered Financial Planners

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Looking to invest?

Whether you want to invest for growth or to generate an income, you’ll need an expert service supported by a wealth of research and insights.

Find out more

Our knowledge in your hands

To help with your investment journey our sought after TopFunds Guide is packed with the latest investment advice and fund research conducted by our in-house team, provided to you for free!

Request a copy
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Don’t just take our word for it!

Book a free 30 minute consultation

Let us focus on your biggest priority – at our expense

Industry insights

Stay up to date with the latest news, research and insights from our experts.

NewsMarket Commentary
January 18, 2024

They Think It’s All Over

In late October financial markets came back from the brink of very sharp falls.  Optimism took hold as investors imagined that interest rates might fall much sooner than expected in…
Market CommentaryNews
October 13, 2023

And all at once Summer collapsed into Fall

In recent weeks you might have spotted scary headlines proclaiming that just ahead lies a repeat of the Great Crash on 19th October 1987.  Other than it is October again,…
NewsMarket Commentary
May 5, 2023

The Great Unravelling; Yet Hidden Opportunities

This runs a bit longer than usual, but a lot has been happening. We will start with hidden opportunities, those typically out of sight of UK-based investors, seduced by our…

Industry insights

Stay up to date with the latest news, research and insights from our experts.

Important information

Our website offers information about financial planning and saving, but not personal advice. If you’re not sure which investments are right for you, please request advice, for example from our Chartered Financial Advisers. If you decide to invest, read our important investment notes first and remember that investments can go up and down in value, so you could get back less than you put in.

Dennehy Wealth