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  • Home
  • About
    • Advisor Profile
    • Terms of business & Schedule of fee charges
    • CP116 Commission Summary
    • Corporate Social Responsibility
    • Perseverance
    • Tri Everest Risk Philosophy
    • Blog
  • Individual
    & Family
    • Financial Advice
      • Attitude to Investment Risk Definitions
      • Common Risks
    • Life Stages
      • Young Adult 18-30
      • First Adulthood 31-45
      • Second Adulthood 46-70
      • Late Adulthood 70+
    • Case Studies
      • Case Study 1 – Protection for middle age couple with children
      • Case Study 3 – Young couple inadequate protection in place for death/illness
      • Case Study 4 – Wealth protection for retired couple
      • Case Study 5 – Homeloan young couple new home purchase
      • Case Study 6 – Choosing a Personal Retirement Bond when moving employments
    • Calculators
      • Income Protection Calculator
      • Life Calculator
      • Risk Profiler
      • Cost of Education Calculator
    • Testimonials
  • SMEs
    • PAYE Worker tax planning
    • Case Studies
      • Case Study 2 – Normal retirement age approaching for Executive Director
    • Testimonials
  • Credit Unions
    • Testimonials
  • Contact
 
  • About
    • Advisor Profile
    • Corporate Social Responsibility
    • Video
    • Terms of business & Schedule of fee charges
  • Blog
  • Calculators
  • Case Studies
    • Case Study 1 – Protection for middle age couple with children
    • Case Study 2 – Normal retirement age approaching for Executive Director
    • Case Study 3 – Young couple inadequate protection in place for death/illness
    • Case Study 4 – Wealth protection for retired couple
    • Case Study 5 – Homeloan young couple new home purchase
    • Case Study 6 – Choosing a Personal Retirement Bond when moving employments
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  • Welcome to TRI EVEREST Wealth Management Limited
    • We take inspiration from Sir Edmund Hillary – Perseverance

Tri Everest Wealth Management Limited was incorporated in 2007 and is regulated by the Central Bank Of Ireland (Ref. C47379) as an Investment Intermediary authorised 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 authorised under the Consumer Credit Act 1995, and as a Mortgage Credit Intermediary under the European Union (Consumer Mortgage Credit Agreements) Regulations 2016.

FIND US


22 Mulvoy Business Park,
Sean Mulvoy Road,
Galway, H91 N56F

Email: office@trieverest.com

Phone: +353 (0) 91 756691

BLOG & OTHER LINKS
  • Life Centred Financial Planning and Voyant Future Cash Flow Projections August 20, 2020
  • Five Benefits Plus 1 of Making Your Will July 14, 2020
  • Responsible Investing (RI) explained. April 13, 2020
  • General Data Protection Regulation (GDPR)
  • Terms of Business
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DESIGNED & DEVELOPED in ORANMORE CO. GALWAY by TRUDO