Wealth Management

RBK offers an extensive range of wealth management services to private individuals, business partnerships and corporate clients on an ongoing and ad-hoc consultancy and advisory basis.

Supported by dedicated taxation specialists, our wealth management team provides appropriate, independent, expert advice and direction to help you achieve your financial objectives in a tax efficient manner.

Our advice is individually tailored to your requirements and our confidentiality, integrity, independence, professionalism and commitment to you are assured.

RBK is authorised by the Institute of Chartered Accountants in Ireland to carry on investment business.

Private Client Services

RBK’s dedicated private client team provides independent, confidential services to help you manage and grow your personal net worth.

  • Insurance & Protection
  • Investments
  • Retirement Planning
  • Succession Planning

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.

  • Pensions Advisory Services
  • Trustee Advice & Training
  • Business Insurance
  • Corporate Investment

RBK Business Services Limited, trading as RBK, is authorised and regulated by the Central Bank of Ireland. Click here to access our:

Team Members

Patrick Keegan

Wealth Management Director

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Yann Harrison

Wealth Management Director

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Related Downloads

Life and Pensions Remunerations 354.25 KB

The Background - Pursuant to provision 4.58A of the Central Bank of Ireland’s September 2019 Addendum to the Consumer Protection Code, all intermediaries, must make available in their public offices, or on their website if they have one, a summary of the details of all arrangements for any fee, commission, other reward or remuneration provided to the intermediary which it has agreed with its product producers.


Sustainable Finance Disclosure Regulation (SFDR) Disclosure Document 449.33 KB

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


Wealth Management Letter of Engagement 294.53 KB

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.


Privacy Policy - March 2020 187.15 KB

RBK is committed to ensuring that your privacy is protected. 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. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.


General Terms of Business 407.37 KB

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.


Personal Retirement Savings Accounts - Employer Factsheet 314.2 KB

Where an employer does not operate an occupational pension scheme, or where there is limited eligibility for membership of a pension scheme, there is a legal obligation on employers to provide employees with access to at least one standard Personal Retirement Savings Account (“PRSA”) with one PRSA provider, and failure to do so could result in the imposition of fines and/or prosecution.


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