Research and identify the best opportunities available in the marketplace at any given time
Design customised products for high net woth individuals / corporations including capital protected equity investments
For futher information please call +353 1 6333800
All aspects of pensions, retirement planning and insurance
As an investment firm and independent broker we can offer bespoke self-directed funding options.
- Owner/ Director’s
At retirement we can offer: Self Directed or standard ARFs and ARMFs
For futher information please call Gerardine Jones at +353 1 6333800
Credit Union Independent Advisory Services
In this time of change and uncertainty, it is prudent for Credit Unions to have independent advice to assist
your investment committees and board members in managing your investment portfolio, in an effective
and vigilant manner.
Dolmen Wealth Management has been offering independent advice to
Credit Unions since 2000 and has exceeded target benchmarks.
Our market knowledge and our independence has been key to this success.