My Wealth Management

My Wealth Management Established in 2008

Portfolio Diversification and Advice Helps Reduce Risk in a Volatile and Uncertain Market­  ­  Markets have delivered a ...
29/05/2026

Portfolio Diversification and Advice Helps Reduce Risk in a Volatile and Uncertain Market
­ ­
Markets have delivered a positive year so far, although the path has been far from smooth. The lesson, as always, is the importance of diversification and the value of taking advice.

Key Themes Shaping Markets:
- Artificial Intelligence
- Commodities
- Bond yields and interest rates
Learn more here: https://sh1.sendinblue.com/aif8mqplz9pfe.html?t=1780064090281

MyWealthManagement Welcomes Two Financial Services Companies to the GroupDelighted to share our news this month that MyW...
30/04/2026

MyWealthManagement Welcomes Two Financial Services Companies to the Group

Delighted to share our news this month that MyWealthManagement has welcomed two financial services companies to the Group. Read more on the latest news with comments from Joey Sheahan, John Barrett and Sandra Maher here: https://mywealthmanagement.ie/mywealthmanagement-welcomes-two-financial-services-companies-to-the-group

This follows the recent acquisition of Inspire Financial’s book of business in December 2025 followed by a merger with Financial Innovations in March marking the successful completion of four deals to date with further planned acquisitions in the pipeline.

The MWM Group, chaired by non-executive Director John Higgins, a former EY regional Managing Partner, is on track to have €750 million in client assets under advice (AUA) by the end of Q2 2026, with a further deal pipeline targeting AUA of €1.5 billion by year end.

In mid recruitment drive currently, we have successfully expanded our professional team to 28 QFAs (Qualified Financial Advisors) including 4 CFPs (Certified Financial Planners). Our Pensions & Post-Retirement division is led by former Mercer Head of Wealth Mark Ryan and Siobhán Aherne, formerly of RBC Brewin Dolphin was recently appointed Head of Operations.

🎤 Plus the latest Market Commentary can be read in the newsletter:

When markets fall, it’s breaking news and newspaper headlines….
When they quietly recover or rise? Silence.

Because “global equities up year to date” doesn’t grab attention the way fear does.
But that’s exactly how wealth is typically built: Slow. Steady. Unremarkable.
Reacting to headlines often means selling low… and missing what comes next.
- Stephen O'Driscoll

Volatility is always uncomfortable, but it should never be unexpected.
- Mark Ryan

Read the full update: https://sh1.sendinblue.com/aib0xeplz9pfe.html?t=1777538644138

Market Update: Financial Planning | Investments | Pensions | ProtectionRead about:- Short Term Volatility Impacts- Energ...
12/03/2026

Market Update: Financial Planning | Investments | Pensions | Protection
Read about:
- Short Term Volatility Impacts
- Energy Shock and Market Repricing as Gulf Tensions Intensify
- How have markets reacted?
- MyWealthManagement's current view
- Scores on the doors in the past week
- Middle East 2026 v Russia and Ukraine in 2022
- The latest on home heating oil in Ireland
and more in our latest market update here: https://sh1.sendinblue.com/ai6t82plz9pfe.html?t=1773246192912

Do you hold an Executive Pension or a single-member pension scheme?If so, it’s important to be aware that the deadline f...
02/03/2026

Do you hold an Executive Pension or a single-member pension scheme?

If so, it’s important to be aware that the deadline for full IORP II compliance is 22nd April 2026. The IORP (Institutions for Occupational Retirement Provision) Directive sets common standards ensuring the soundness of occupational pensions and adequately protecting pension scheme members and beneficiaries.

Learn more here: https://sh1.sendinblue.com/ai2liqplz9pfe.html?t=1772285195948

If you started 2026 with a plan to look at your investments and savings, then read our guidance on the importance of Pro...
31/01/2026

If you started 2026 with a plan to look at your investments and savings, then read our guidance on the importance of Protecting Your Savings in a Low-Rate, High-Inflation World.

The Hidden Cost of Inflation on Your Savings

Many people don’t realise that even moderate inflation can erode the purchasing power of their savings over time, leaving them with less than they started with in real terms.

It’s easy to assume that money sitting in the bank is “safe.” However, if your savings aren’t growing, they are shrinking in real terms.

Learn more here, including what steps you should be taking: https://sh1.sendinblue.com/ahydteplz9pfe.html?t=1769775619283

"On behalf of all of the team here at MyWealthManagement, I would like to thank you sincerely for your support, your int...
19/12/2025

"On behalf of all of the team here at MyWealthManagement, I would like to thank you sincerely for your support, your interest and your trust throughout this year and take this opportunity to wish you and yours a happy and restful Christmas and holiday period and the very best for a wonderful 2026."
Mark Ryan, Director My Wealth Management

December update:
- Planning an additonal AVC?
- Money Management Made Easier - In the New Year!
- Protection Cover

Read more here: https://sh1.sendinblue.com/ahlqpeplz9pfe.html?t=1766153189887

Brokers Ireland AwardsFirst up this month is a quick note of thanks to Brokers Ireland for a wonderful celebration at th...
28/11/2025

Brokers Ireland Awards

First up this month is a quick note of thanks to Brokers Ireland for a wonderful celebration at the 2025 Broker Expert Awards in Dublin yesterday. We were thrilled to be shortlisted finalists in 3 categories:
👉 Pensions Broker Expert 2025
👉 Protection Broker Expert 2025
👉 Investment Broker Expert 2025

Auto-Enrolment - One month to go!

The Department of Social Protection will host two further online information sessions on 3rd December at 2pm and 4th December at 2pm. If you're not up to speed as an employer - this is a valuable opportunity to learn about auto-enrolment and ask questions.

Read more here: https://sh1.sendinblue.com/ahhj02plz9pfe.html?t=1764347501051

📢 Delighted to share the news that we have made the shortlist in three categories of the prestigious Brokers Ireland - B...
13/11/2025

📢 Delighted to share the news that we have made the shortlist in three categories of the prestigious Brokers Ireland - Broker Expert Awards 2025.

🏆 Pensions Broker Expert 2025
🏆 Investment Broker Expert 2025
🏆 Protection Broker Expert 2025

These Awards shine a light on excellence through recognising Insurance, Financial and Mortgage Brokers who offer the highest level of professionalism, innovation, performance, and service to their clients. 👏 We are thrilled to reach the finalist stage and appreciate the great opportunity to showcase and acknowledge the work of our dedicated team of people.

Congratulations and good luck to all the finalists🤞 We are honoured to be in such great company. See you on November 27th.

Is your business ready for Auto-Enrolment?⏰ Ireland’s auto-enrolment scheme – ‘My Future Fund’ will launch on 1st Januar...
31/10/2025

Is your business ready for Auto-Enrolment?

⏰ Ireland’s auto-enrolment scheme – ‘My Future Fund’ will launch on 1st January 2026. Its purpose is to ensure that every worker has access to a workplace pension to supplement the basic state pension.

If you are a business owner - why not avail of our FREE consultation session?

Learn more here: https://sh1.sendinblue.com/ah4vw2plz9pfe.html?t=1761928471281

💡 It tends to be at this time of year that parents look to Savings plans and options to support the needs of their famil...
29/09/2025

💡 It tends to be at this time of year that parents look to Savings plans and options to support the needs of their family into the future.

For many families, the monthly Child Benefit payment of €140 per child goes towards cost of living and household budget expenses and long-term savings for the future are managed through the parents respective earnings.

It can be a useful alternative financial planning option however for parents to plan a simpler structure, independent on their earnings where, child benefit payments can be invested in an easy access monthly savings plan rather than saving on deposit so they get a better return, build consistency and avoid the possibility of needing to borrow later by starting savings early which is really important.

Learn more about this here: https://sh1.sendinblue.com/ah93leplz9pfe.html?t=1759155406437

Or learn about more of our thought leadership on:
💡 The ABC’s of AVCs: Why Small Pension Decisions Today Can Mean a €1 Million Difference in Retirement
💡 Five Key Reasons Why Investing is Important,
💡 The Power of Long-Term Investment: Why Patience Pays
💡 Gift Tax - How NOT to pay it!
On the insights section of our site: https://mywealthmanagement.ie/news-and-insights/

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