Wealth Management

At RBK, our Wealth Management team aim to ensure that all of our clients are financially independent.

Wealth management is a comprehensive financial planning service that integrates investment advice, pension planning, tax efficiency, and long-term financial strategy into one coordinated approach.

Rather than focusing on a single product, it considers your full financial picture – your goals, assets, liabilities, and future plans – to deliver structured, suitable recommendations in line with regulatory standards and best practice.

We follow a structured financial planning process:

  • Understand You: Detailed fact-find to assess your financial position, objectives, and risk profile
  • Build Your Strategy: Tailored recommendations aligned with your goals
  • Implement Solutions: Pensions, investments, protection, and corporate structures
  • Review & Adapt: Ongoing monitoring as your circumstances evolve

This ensures all advice remains appropriate, compliant, and aligned to your needs, as required under Irish consumer protection rules.

Why Choose Us:

  • Client-Centred Advice: Every recommendation is tailored to your circumstances
  • Regulated & Transparent: Full compliance with Irish financial regulations and disclosure requirements
  • Long-Term Partnership: Ongoing advice, not one-off transactions
  • Integrated Expertise: Pensions, investments, protection, and corporate planning in one place

Financial planning is most effective when it is holistic, regularly reviewed, and aligned with clearly defined objectives.

RBK Business Services Limited, trading as RBK, is authorised and regulated by the Central Bank of Ireland (C185603) and authorised by the Institute of Chartered Accountants in Ireland to carry on investment business under the Investment Intermediaries Act.

Our core services:

Corporate Client Services RBK’s Corporate Client services team provides a wide range of independent advisory and support services covering pension schemes and trustees, business insurance and corporate investment. Private Client Services RBK’s dedicated private client team provides integrated services to help you to Protect, Grow and Pass on Your Wealth. Our holistic approach covers wealth management strategies, income tax planning, capital taxes on wealth / asset transfers (capital gains tax, gift / inheritance tax & stamp duty), insurance and income protection, investments and retirement planning.

Other Corporate Advisory services

Business Advisory With strong technical knowledge and expertise accumulated over many years’ supporting clients in a broad range of businesses, RBK’s advisory team is ideally placed to help your business succeed. We identify opportunities for improvement and provide practical solutions with hands-on support to help you implement them effectively. Forensic Accounting & Expert Witness Services RBK’s forensic accounting team provides specialist financial investigation, dispute advisory and expert witness services to businesses, individuals and the legal sector.
Corporate Compliance & Governance In today’s rapidly evolving legislative environment, businesses need strong, reliable corporate compliance and governance frameworks. RBK’s highly qualified Corporate Compliance team provides expert guidance and support to help companies navigate their statutory obligations with confidence and certainty. HR Solutions Our professional HR and Recruitment experts are dedicated to staying ahead of the curve, offering innovative strategies and best-in-class practices that align seamlessly with your organisation’s goals and values.
Corporate Finance With a wealth of international and domestic experience across a broad range of transactions and industry sectors, RBK is well placed to provide you with a tailored service designed to meet your specific business needs. Value Acceleration & Exit Planning At RBK, we believe a business transition plan is not merely an “exit plan” or a “sales strategy”. A business transition plan is an effective business strategy that drives the acceleration of value in a business.
Corporate Restructuring and Insolvency At RBK, our Corporate Restructuring & Insolvency team engage with company directors, lenders, and professional advisers to stabilise businesses, restructure debt and deliver practical solutions in times of financial distress.
Business Advisory With strong technical knowledge and expertise accumulated over many years’ supporting clients in a broad range of businesses, RBK’s advisory team is ideally placed to help your business succeed. We identify opportunities for improvement and provide practical solutions with hands-on support to help you implement them effectively. Forensic Accounting & Expert Witness Services RBK’s forensic accounting team provides specialist financial investigation, dispute advisory and expert witness services to businesses, individuals and the legal sector.
Corporate Compliance & Governance In today’s rapidly evolving legislative environment, businesses need strong, reliable corporate compliance and governance frameworks. RBK’s highly qualified Corporate Compliance team provides expert guidance and support to help companies navigate their statutory obligations with confidence and certainty. HR Solutions Our professional HR and Recruitment experts are dedicated to staying ahead of the curve, offering innovative strategies and best-in-class practices that align seamlessly with your organisation’s goals and values.
Corporate Finance With a wealth of international and domestic experience across a broad range of transactions and industry sectors, RBK is well placed to provide you with a tailored service designed to meet your specific business needs. Value Acceleration & Exit Planning At RBK, we believe a business transition plan is not merely an “exit plan” or a “sales strategy”. A business transition plan is an effective business strategy that drives the acceleration of value in a business.
Corporate Restructuring and Insolvency At RBK, our Corporate Restructuring & Insolvency team engage with company directors, lenders, and professional advisers to stabilise businesses, restructure debt and deliver practical solutions in times of financial distress.
Business Advisory With strong technical knowledge and expertise accumulated over many years’ supporting clients in a broad range of businesses, RBK’s advisory team is ideally placed to help your business succeed. We identify opportunities for improvement and provide practical solutions with hands-on support to help you implement them effectively. Forensic Accounting & Expert Witness Services RBK’s forensic accounting team provides specialist financial investigation, dispute advisory and expert witness services to businesses, individuals and the legal sector.
Corporate Compliance & Governance In today’s rapidly evolving legislative environment, businesses need strong, reliable corporate compliance and governance frameworks. RBK’s highly qualified Corporate Compliance team provides expert guidance and support to help companies navigate their statutory obligations with confidence and certainty. HR Solutions Our professional HR and Recruitment experts are dedicated to staying ahead of the curve, offering innovative strategies and best-in-class practices that align seamlessly with your organisation’s goals and values.
Corporate Finance With a wealth of international and domestic experience across a broad range of transactions and industry sectors, RBK is well placed to provide you with a tailored service designed to meet your specific business needs. Value Acceleration & Exit Planning At RBK, we believe a business transition plan is not merely an “exit plan” or a “sales strategy”. A business transition plan is an effective business strategy that drives the acceleration of value in a business.
Corporate Restructuring and Insolvency At RBK, our Corporate Restructuring & Insolvency team engage with company directors, lenders, and professional advisers to stabilise businesses, restructure debt and deliver practical solutions in times of financial distress.

Insights

Privacy Policy

This Privacy Policy (together with our General Terms of Business) sets out the basis on which any personal data we collect from and about you, or that you provide to us, will be processed by us.

General Terms of Business

These General Terms of Business apply to all services delivered or due to be delivered by RBK to a client unless otherwise agreed in writing.

Wealth Management – Letter of Engagement

The purpose of this Engagement Letter, which supersedes any prior versions, is to set out the basis on which we will carry out the functions of Financial Adviser to you.

SFDR Disclosure document

How RBK Business Services Limited, trading as RBK approaches sustainability risks and adverse sustainability impacts in the advice we give you about savings, investment and pension products.

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Team members

A man in a dark suit, white shirt, and red-and-blue striped tie is smiling at the camera. He has short brown hair and is standing in a bright, modern indoor setting. Patrick Keegan

Wealth Management Director

Tel: +353 90 6480600

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