Find Out more About Us
About Us
Discover more about RW Advisory, our approach to wealth management, the people we support and the principles that shape how we work with every client.
About Our Firm
Wealth Advice, Considered
RW Advisory is a boutique wealth management firm established in Dublin by Richard White, with a clear ambition: to provide a high standard of financial advice to a select group of clients. We work with investors, professionals, business owners and individuals approaching retirement, helping them navigate important financial decisions with greater clarity and confidence. Our work is centred on understanding the wider picture, rather than treating individual financial decisions in isolation.
We bring together knowledge developed across three decades in the financial services sector, alongside a genuine commitment to the people we advise. We take a thoughtful approach to every client relationship, seeking to understand individual circumstances, ambitions and priorities before recommending a way forward. For us, good wealth management is about providing considered guidance, communicating clearly and remaining focused on what matters most to each client over the long term.
Why Work With Us
Why Choose Us
Knowledge And Insight
Our understanding of the financial services sector allows us to approach complex financial considerations with knowledge, perspective and careful attention.
A Considered Perspective
We take time to consider the wider financial picture, helping ensure important decisions are made with your broader circumstances and objectives in mind.
Clear Communication
We believe financial advice should be straightforward and understandable, giving you a clear picture of your options and the decisions ahead.
Long-Term Focus
We look beyond immediate decisions, considering how your financial priorities may develop over time and what that could mean for your future.
Your Goals Matter
We keep your objectives at the centre of our conversations, ensuring the advice we provide remains focused on what you are ultimately looking to achieve.
Knowledge And Insight
Our understanding of the financial services sector allows us to approach complex financial considerations with knowledge, perspective and careful attention.
A Considered Perspective
We take time to consider the wider financial picture, helping ensure important decisions are made with your broader circumstances and objectives in mind.
Clear Communication
We believe financial advice should be straightforward and understandable, giving you a clear picture of your options and the decisions ahead.
Long-Term Focus
We look beyond immediate decisions, considering how your financial priorities may develop over time and what that could mean for your future.
Your Goals Matter
We keep your objectives at the centre of our conversations, ensuring the advice we provide remains focused on what you are ultimately looking to achieve.
Step 01
Understanding Your Needs
We begin with an initial conversation to understand your circumstances, financial goals, priorities and expectations. This gives us a clear picture of where you are today and what you want your wealth to achieve in the future.
Step 02
Creating Your Plan
With a clear understanding of your objectives, we develop a considered investment and financial plan around your needs, timeframe and attitude to risk. We explain our recommendations clearly, ensuring you understand the strategy and what to expect.
Step 03
Managing Your Wealth
Our relationship continues beyond the initial plan. We provide ongoing guidance and review your strategy as your circumstances, goals and wider financial environment evolve, helping ensure your wealth remains aligned with your long-term objectives.
Investors
For individuals seeking thoughtful guidance around managing, investing and planning for their wealth as their financial circumstances develop.
Business Owners
For entrepreneurs and business owners balancing the demands of running a business with their personal wealth and longer-term financial objectives.
Professionals
For established professionals looking to make informed decisions around their wealth, financial planning and future priorities.
Retirees & Pre-Retirees
For those approaching or enjoying retirement who want to plan carefully for their financial needs, lifestyle and the years ahead.
Who We Work With
Who We Help
We work with people at different stages of their financial lives, from professionals and business owners building their wealth to individuals preparing for retirement and families considering the future. While every client has different circumstances and priorities, we share a common focus: providing thoughtful financial guidance around the things that matter most.
Our role is to understand where you are today, what you want your wealth to achieve and the decisions that may shape your financial future. Whether you are managing significant personal wealth, navigating the financial demands of business ownership or planning for the next generation, we provide a considered approach built around your individual situation.