Company Profile

 

Wealth Options Trustees Limited was established in August 2004, as a specialist trustee service provider. With a Board of Directors consisting of three revenue approved Pensioneer Trustees, much of our business is involved with the administration and trusteeship of Self-Administered Pension schemes. We provide independent trustee solutions to multiple Irish and multinational companies as sole corporate trustee or as part of the trustee board.  We have been appointed as a preferred trustee provider for some of the larger insurers, where independent trustee services are required for executive and group pension schemes.

We act as Trustees and administer Revenue Approved Exempt Unit Trusts on behalf of life companies and pension plan owners.

We act as Trustees and administer Self Invested Personal Pension plans on behalf of Self Employed Pension policyholders.

We offer a full turnkey syndication services for likeminded investors to come together to purchase assets. This includes organising lending where possible.

The proprietors of the company have over 75 years of experience between them in the pensions market.  Wealth Options Trustees Limited Managing Director, Paul Dunne, is a Fellow of the Irish Institute of Pensions Management and a founding member and former chairman of the Association of Pension Trustees of Ireland.  He continues to act as a director of the association.

With our commitment to the trustee business, our dedicated team of pension experts and continued innovation in pension solutions, Wealth Options Trustees Limited aims to preserve and improve our standards of exceptional service in the Irish market.  We assist trustees, employers and members with all aspects of their pension’s responsibilities. Our services are available through your financial advisor.