Our Mission

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.

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 provide financial security, financial peace of mind and potentially financial freedom.

Authorisation & Regulatory status

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: