Patrick Phelan established his business in 1992 and the main focus is to help preserve capital, ensuring that your wealth stays where it belongs, firmly within the family.

Phelan Wealth Management is a Partner Practice of St. James's Place Wealth Management which has funds under management amounting to .

We specialise in meeting the financial needs of our clients, whilst offering a high level of personal service. We can create a financial solution personalised to the specific needs to you as an individual, your family or your business.

The overall aim of the practice is to help all those wishing to secure their financial future, whether the priority is to :-

• Preserve and build capital
• Manage cash
• Gain financial protection against risk
• Reduce Inheritance Tax Liability