If you have significant wealth to invest and want professional advice before making a decision, we can help. Clients come to us for many reasons, including receiving an inheritance, selling a business or property, approaching retirement, receiving a redundancy payment or having excess cash on deposit.

It starts with an initial, no-obligation conversation with a Goodbody Adviser. We’ll discuss your circumstances, what you want your money to achieve and whether Goodbody is right for you.

We start by understanding your financial position, objectives, timeframe, liquidity requirements and attitude to risk. We then develop and explain our recommendation, including the risks, costs and investment approach. Once you’re comfortable, we can put the strategy in place and review it with you over time.

Yes. Your relationship is adviser-led, giving you someone who understands your circumstances and can help you navigate investment decisions as your needs change.

There isn’t one answer that works for everyone. The right approach depends on what you want to achieve, when you may need your money, how much liquidity you require and how much investment risk you are comfortable taking. We consider all of these before making a recommendation

Potential returns are closely linked to investment risk. We’ll help you understand that relationship and recommend an approach that reflects your objectives, timeframe and attitude to risk. Investments can fall as well as rise, and returns are not guaranteed.

Your investments are held securely with regulated custodians and are kept separate from Goodbody’s own assets.

There can be benefits to investing immediately or phasing your investment over time. We’ll help you consider the options and agree an approach based on your circumstances and how comfortable you are with market movements.

Cash can provide security and easy access and can be important for short-term needs. Over longer periods, however, inflation can reduce its spending power. Investing involves greater risk but provides the potential for longer-term growth. We can help you decide how much should remain accessible and how much could be invested.

Most investments can be accessed if required, although their value may have fallen when you need the money. That’s why we consider liquidity and timeframe before investing and can structure different parts of your wealth around different needs.

Market falls are a normal part of long-term investing. We’ll build your strategy around the level of risk you are comfortable taking and remain available to help you understand what market movements mean for your portfolio and wider plan.

We’ll clearly explain the relevant fees and charges before you invest, including the impact they may have on your investment returns.

Your investments are managed by experienced investment professionals, supported by research and analysis. Your portfolio is monitored on an ongoing basis and your strategy reviewed with you regularly to ensure it continues to reflect your circumstances and objectives.

Tax treatment depends on the investments you hold and your personal circumstances. We’ll explain the relevant considerations before you invest and can work alongside your tax adviser where appropriate.