Our Values

Collaboration

Essential elements of the Wealth Options culture are support and collaboration. Our client is you, the Broker. We will make every effort to support you as you attempt to find viable financial solutions for your clients. We aim to collaborate with recognised industry leaders, leveraging our strengths and capabilities, in order to enable you to offer your clients a range of highly innovative pension products designed to meet their financial needs.

Innovation

Innovation is at the heart of Wealth Options product design. We have established a reputation for introducing highly innovative pension products that offer real value, making us clear market leaders in the Irish financial industry. We have won numerous awards acknowledging our cutting edge innovative financial products.

Integrity

Our financial brokers trust our products and services because we act with integrity and do what is right. Compliance is at the forefront of our product design, procedures and administration. We act with honesty, fairness and we hold ourselves to the highest ethical standards.

Loyalty

Wealth Options is not, and never will be, a competitor to brokers. We are loyal to you, our client: the broker. We operate through a ‘Broker Only Model’. Our marketing efforts will be targeted at you and not the end customer.

Expertise/Knowledge

It is the vast experience and knowledge of both our management and business development team that enabled us to become market leaders in the Irish financial industry. All of our principals are professionally qualified. All business development and administration team members are committed to completing professional qualifications in order to ensure our teams have the knowledge and expertise to the highest quality of service to brokers.

Wealth Options Ltd is regulated by the Central Bank of Ireland.