Scroope Wealth Management Ltd

Scroope Wealth Management Limited provides bespoke financial planning and investment advice to individuals, families, investment companies, and charities. The firm focuses on building long-term relationships based on mutual trust and financial clarity. Its in-house specialists create personalised plans that assess current assets and identify key financial goals. Services include recommendations on appropriate asset-holding structures and investment solutions designed to protect wealth over the long term. The company designs diversified portfolios featuring equities, bonds, property, and alternative assets to balance risk and reward.

The business also offers comprehensive mortgage advisory services, leveraging over twenty years of experience in the Irish market. Advisors tailor solutions for first-time buyers, those trading up, switchers, buy-to-let investors, and expats. They aim to secure the most suitable mortgage terms by accessing leading lenders. Additionally, the firm assists with retirement planning, covering both accumulation and decumulation phases, while coordinating advice on personal tax and pensions to enhance wealth generation.

Scroope Wealth Management also supports clients with estate and succession planning. The team helps families and businesses estimate potential inheritance tax liabilities and recommends strategies to preserve wealth across generations. The company operates under the trading name Michael Scroope Insurances and is regulated by the Central Bank of Ireland. It maintains offices in Nenagh, County Tipperary, and Limerick, serving clients with significant wealth priorities through expert guidance and tailored financial strategies.