Helping You Live the Life You Deserve — Secure, Free, and Fulfilled
At LHW we start with your life, not your money. Then we build a plan that makes the life you want to live achievable and sustainable.
The Story : We begin with what matters most. What does a life well lived look like for you in this next stage?
The Rehearsal : We test your plan against reality: different timelines, spending levels, “what if” events, and the surprises life can bring.
The Stage Plan : Following extensive planning and analysis, you get a simple roadmap: what you can do, what you can spend, what you can change, and what you can stop worrying about.
Ongoing Reviews : Life changes. The plan adapts. Regular check ins keep your next act on track.
Whether you’re just starting your career, raising a family, building your wealth, or planning your retirement, our expert team provides bespoke advice designed around your goals.
Giving You Financial Freedom
A vital part of your lifetime financial plan is preparing for the unexpected…
We help you do this across all the investment asset classes and match your appetite and….
Once we have agreed your lifetime and financial priorities, we will help you implement….
Estate planning is about making timely arrangements for the disposal of assets ensuring..
We have worked with Michael, a Co. Wicklow GP, and his wife Joan for over 13 years. Together, they built and managed a busy medical practice, a significant property portfolio, and all the financial complexity that comes with a full and demanding life. From the outset, we focused on understanding what they actually wanted their life to look like in the long term – and then built a clear, practical strategy to help them get there.
Over the years, we coordinated closely with their other advisors, aligning their pension and investment strategy with an evolving life plan.
Trish is a university lecturer whose husband passed away unexpectedly at 58. Geoff had been a senior executive with an international career, and the financial picture they had built together spanned multiple jurisdictions – bringing both complexity and uncertainty at an already difficult time.
Our immediate priority was to bring structure and stability to Trish’s finances as assets were repatriated to Ireland. We adopted a conservative investment approach, giving her the peace of mind to focus on rebuilding her life and supporting her children without financial pressure adding to the weight of everything else.
Adrienne was a senior banking solicitor when she was referred to us in 2024, with early retirement on the horizon and real uncertainty about whether her finances could support it. Her husband Ruairi had already retired and was spending much of his time at their holiday home on Achill Island. They had plans – bucket-list trips, educational courses, travel they had always deferred. What they needed was confidence that the numbers would work.
We started by building a clear and honest picture of their assets, income, liabilities, and spending – including the cost of everything they hoped to do. With the plan
LHW have managed our Firm’s internal pension scheme for many years. During this time Cara has always been of huge help in navigating all aspects of the scheme and ancillary...
Delighted with the service from the LHW team . This whole pension auto enrolment scheme had me with more questions than anything but Alan , Jonathan and the team made...
LHW have been managing our pension and group life scheme cover plans for over 20 years. I highly recommend LHW, who over the years have given us expert advice and...
We at Sooner Than Later entrusted the management of our employees pension scheme along with managing the owner Directors portfolio’s for over twenty years. During this time we have experienced...
John gives very sound advice, and he sets out the financial plan in a way that is clear, concise and easy to understand. There is no jargon! As a person...
Congratulations on LHW reaching this milestone, it is a credit to all the staff members and the services you all provide . The best of luck in your new premises....
John Dunne has been a valued and trusted advisor for many years. In addition to meticulous financial planning and attention to detail, John excels in engaging with clients and making...
“Thanks to John Dunne I finally feel like I have a solid plan and some real confidence in my financial future. Before working with John I knew very little about...
“I feel both informed and prepared for retirement. John’s ability to bring our disparate retirement pools into a single cohesive view of what our finances will look like well into...
We are a long-standing client of LHW and have always been very impressed with their professionalism and expertise in advising on our staff pension arrangements. Their comprehensive approach, clear communication,...
We understand your needs and priorities
Analysis of current and future needs
Bespoke strategies and recommendations
We manage the process and handle paperwork
Regular reviews to keep you on track
An initial conversation designed to clarify what matters and what is possible.
Freedom to Live means money becomes the supporting cast, not the main story.
When your plan is clear, life feels lighter. You stop second guessing decisions. You know what you can spend. You know what you can give. You know your family will be okay. And you start saying yes to the life you actually want.
