Wealth Management

Wealth management

Putting you in control of the wealth you create

The experts at Pax Financial are here to help our clients with a range of financial planning services that help them reach their financial goals, whatever they may be.

We know that the process of building wealth and managing it calls for a very different approach to managing and preserving capital. As we get to know you better and to understand your hopes and dreams, we can refine your road map with a financial plan that you understand and can follow easily. This brings clarity, certainty and peace of mind.

Working together, we can help you to be meet all of your tax obligations whilst making sure that your tax bill is as low as possible. Pax Financial’s wealth management services will help you, and your heirs, to retain as much of the money you earn as possible and to hold on to all of your assets for generations to come.
We’re here to help you develop the right wealth management strategies and select the right assets for your personal circumstances.

Why Pax Financial?

Because we put our clients at the heart of everything we do. We make sure we demystify wealth management and keep everything relevant and easy to understand. We’ll take the time to appreciate where you’re coming from and where you want to go. Using all of our skills and experience, we’ll do our utmost to get you there, with wealth management that brings hope, security and peace of mind, protecting and growing your money.

Testimonials

"In my dealings with Paul I have always found him to be very approachable, personal and down to earth. For our employees and, on a personal level, he gives excellent, uncomplicated advice and offers peace of mind on investing with his impeccable industry knowledge. I’ve worked with Paul over several years now and have always found his service and professionalism second to none."
placeholder - LR, HR Manager, Dublin