Personal Financial Specialists | Goodbody Wealth Management

Connecting ambition and opportunity

For more than 150 years, Goodbody has helped clients make informed financial decisions and move forward with confidence. Today, we are an intelligence-led capital, investment and wealth platform with global reach. We bring together insight, expertise and access to help business owners, executives, individuals, families, institutions and professional advisers turn ambition into action. Our strength lies in connection. By drawing on expertise from across our business, we give clients a broader perspective on their opportunities and a clear path towards their goals.

Personal Investment

When you have significant wealth to invest, you need a clear strategy for what comes next.

Perhaps you’ve received an inheritance, sold a business or property, received a redundancy payment or simply accumulated more cash than you need on deposit.

Whatever brought you here, we connect personal advice with investment insight to clarify your options, shape a strategy around your ambitions and help you act with confidence.

Speak to a Goodbody Adviser

Family Investment

Significant family wealth creates opportunity. It also brings responsibility.

How do you pass wealth on wisely? Protect family harmony? And prepare the next generation for the responsibilities that come with inheriting it?

Goodbody Family Advisory brings together investment, succession, governance, risk and banking expertise to protect what you’ve built, prepare those who will inherit it, and help your family’s wealth carry the responsibility it comes with, for generations to come.

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Business advice that’s personal.

Building a successful business is a journey. From the early years of investment and growth to maturity, succession and eventual exit. Every stage brings different opportunities – and different financial decisions.

Goodbody brings together business and personal wealth expertise to help you fund growth, extract and invest profits, diversify your wealth, plan for your family and, when the time is right, realise the value you’ve created.

Speak to our Business Owner Team

Professionals & Executives

Success brings rewards. It also brings complexity. As your career progresses, income, bonuses, share awards, pensions and investments can accumulate while there’s less time to manage them.

At Goodbody we make sure your money is working just as hard for you do, leaving you to focus on your career, knowing your wealth and financial future are in experienced hands.

Speak to a Wealth Adviser

Enjoy it. Protect it. Pass it on.

Retirement may mean you’ve stopped working. But your wealth still has a job to do.

It needs to provide the income you want, support the life you enjoy, respond to changing markets and tax rules, and potentially provide for the generations that follow.

Retirement is a new phase for your wealth. We connect investment insight and financial planning to help you create income, preserve flexibility and make more of what comes next.

Speak to a Wealth Adviser

Realising your Dreams