Our mission is to become and remain the trusted and choice financial planning and advice firm for a growing client base in Ireland. We differentiate ourselves by taking our professional approach to focus on our client’s needs and advice requirements, product suitability and the outcome of typically long term nature of financial solutions rather than a sales approach. We will assist you in charting your financial future.
Tri Everest Wealth Management Limited was incorporated in 2007 and is regulated by the Central Bank Of Ireland (Ref. C47379) as an Investment Intermediary authorized under Section 10 of the Investment Intermediaries Act, 1995, as an Insurance Intermediary registered under the European Union(Insurance Distribution) Regulations 2018; and as a Mortgage Intermediary authorized under the Consumer Credit Act, 1995 (as amended), and as a Mortgage Credit Intermediary under the European Union (Consumer Mortgage Credit Agreements) Regulations 2016 (CMCAR). Copies of our regulatory authorizations are available on request. The Central Bank of Ireland holds registers of regulated firms. You may contact the Central Bank of Ireland on 01-2245800 or alternatively visit their website at www.centralbank.ie to verify our credentials. We are authorized to provide the following services:
Tri Everest Wealth Management Limited is a member of Brokers Ireland
Tri Everest Wealth Management Limited is registered with the Data Protection Commissioner as a Data Controller/Data Processor and understands fully all of its responsibilities under the Data Protection Act.
Tri Everest Wealth Management Limited pays its Central Bank levy and the Financial Services Ombudsman levy and we are a member of the Investor Compensation Scheme established under the Investor Compensation Act, 1998.
Tri Everest Wealth Management Limited acts as a broker which means:
a) The principal regulated activities of the firm are provided on the basis of a fair analysis of the market; and
b) You have the option to pay in full for our services by means of a fee. Our preferred method of remuneration is fee based where possible and we believe this gives greater transparency to the value of service we deliver. We believe this is best practice where possible.
Tri Everest Wealth Management Ltd holds written Letters of Appointment to act as an intermediary for the following product producers who remunerate Tri Everest Wealth Management Limited by paying initial, renewal and/or fund based commission:
Aviva Life & Pensions Ireland Ltd.
Royal London (Formerly Caledonian Life)
Irish Life Assurance plc
Standard Life Assurance Company plc
BCP Asset Management Ltd.
Permanent TSB plc (Deposits & Mortgages)
Wealth Options Ltd.
Haven Mortgages Ltd.
New Ireland Assurance Company plc
Zurich Life Assurance plc