Our Mission
Our mission is to become 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 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.
Our Value Proposition
If you are an individual, a business owner, a sports organization, a credit union or a charitable organization looking for the highest levels of professional financial planning and advice, you will experience a fresh knowledge based approach to financial planning with us. You will be purchasing our loyalty and commitment to you our client, and our professionalism, judgement and skill to advise on suitable financial solutions which will give you greater peace of mind.
Authorisation & Regulatory status
Tri Everest Wealth Management Limited was incorporated in 2007. Tri Everest Wealth Management Limited is regulated by the Central Bank Of Ireland (Ref. C47379) as an Investment Intermediary (previously authorised advisor firm up to October 2014, when Central Bank published new handbook of prudential requirements dropping authorised advisor and multi-agency intermediary terms and replacing with Investment Intermediary), under the Investment Intermediaries Act, 1995, as an Insurance Intermediary registered under the European Communities (Insurance Mediation) Regulations and as a Mortgage Intermediary under the Consumer Credit Act. Copies of our regulatory authorisations are available on request. The Central Bank of Ireland holds registers of regulated firms. You may contact the Central Bank of Ireland on 1890 777 777 or alternatively visit their website at www.centralbank.ie to verify our credentials. We are authorised to provide the following services:
Financial advice in relation to
1. Shares in a company or bonds listed on a stock exchange, prize bonds
2. Units or shares in undertakings for collective investment schemes including unit trusts and UCITS
3. Investments, including Tracker Bonds and savings
4. Pensions, including PRSAs, and retirement planning
5. Life assurance, specified illness & other protection products
6. Deposits
7. Mortgages
8. Receive and transmit orders on your behalf for any product(s) to any product producer we hold an appointment with and from any product producer providing investment instruments.
Other Registrations and levies
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
Broker Assist
BCP Asset Management Ltd.
Davy Select
Permanent TSB plc (Deposits & Mortgages)
Wealth Options Ltd.
Cantor Fitzgerald
Friends First Life Assurance Company Ltd.
Haven Mortgages Ltd.
New Ireland Assurance Company plc
Zurich Life Assurance plc
Would you like a call to find out how we can help you and your family realise your financial goals?