Personal Finance

By: Whelan Dowling & Associates  05/12/2011

Now, more than ever it’s vital to have experienced, intelligent advisors to guide you through
the huge variety of financial services available to you as an individual.

We can guide and educate you in important areas to ensure you make the best decisions for
your situation and for your goals.

Services here include:

  • Investments
  • Pensions
  • Life Cover Protection
  • Permanent Health Insurance
  • Mortgages
  • Refinancing

Contact Whelan Dowling & Associates


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Other products and services from Whelan Dowling & Associates



All of our assignments at WDA are partnerled,which ensures the highest quality of service, using short chains of communication anddecision-making. We have developed an audit approach, which is flexible and focused on client needs, while atthe same time recognising statutory requirements. The key to effective delivery of quality audit service is significant Partner and Managerinvolvement throughout the entire engagement.


Business Advisory Services

It is our objective under business advisory services to helpyou, our client, meet your business objectives through growing your business. We have considerable experience and knowledge of strategic and operational issues thataffect our clients' organisations. In providing these services we aim to act as an extension ofyour in-house management team.


Corporate Finance

We assist clients in formulating plans, raising finance and forming strategic partnerships fromincubation to realisation of the stakeholder's investment. Our team gives full, wide-ranging support to clients,helping them achieve corporate objectives and grow shareholder and personal wealth. WDA is authorised to carry out investment business in the Republic of Ireland by the Instituteof Chartered Accountants in Ireland.


Credit Union Advisory Service

WDA has a proven track record in advising Credit Unions like yours in navigating the increasingly choppy waters of the regulatory environment. Their reporting systems are unlikely to be flexible or robust enough to meet the growing compliance burdens and tighter reporting deadlines. Making Decisions Without All Of The Facts, Will Now Be Very Costly To The Credit Unions Who Are Not Fully Prepared.