Unio - helping to reshape the narrative on wealth in Ireland

In Ireland, wealth is still a quiet conversation — but that’s changing, which is where Unio steps in, we work with high-net-worth individuals who want to maximise their wealth.

Internationally, it’s almost a badge of honour to talk about your adviser. At Unio, we’re helping to reshape that narrative here by offering a warm, human approach to wealth management.

We take pride in building enduring partnerships with our clients and their families - relationships that grow and evolve with them over time.

Despite Ireland’s strong savings culture, our investment participation remains noticeably low. The 2022 European Fund and Asset Management Association’s Household Participation in Capital Markets report shows that just 1 per cent of Irish household wealth is invested in funds and securities, versus a European average of 10 per cent.

The gap is clear — and so is the opportunity.

Why the hesitation for people in Ireland to invest?

For many, wealth still feels new. Traditionally, Irish wealth has been held in tangible assets like land and property. The world of investing - particularly in volatile markets - can feel distant, complex and, at times, overwhelming.

Many associate it with impersonal, product-led transactions, rather than part of a personal plan to grow wealth.

Now more than ever, high-net-worth individuals are looking for trusted, expert guidance. With recent market volatility, global political tension, and the impact of increasing tariffs creating uncertainty across international supply chains and investment markets, clients are understandably cautious.

The noise in the media and the unpredictability of the economic environment can lead to inertia or reactive decisions. This is precisely when considered, strategic financial advice matters most.

Our role at Unio Wealth Management, is to bring clarity, confidence and long-term perspective. We are on a mission to guide, guard and grow our client’s wealth.

We work closely with clients to help them navigate uncertainty, filter out the noise, and build portfolios aligned not just to the markets — but to their lives. We don’t chase trends or make decisions based on short-term headlines.

Instead, we anchor our advice in financial life planning, where your goals, values and vision are at the centre of every recommendation we make. This gives our clients immense peace of mind.

Our clients are high-achieving, financially successful individuals who value discretion, expertise, and integrity.
They’re not looking for sales pitches — they’re looking for meaningful conversations and thoughtful strategies that deliver over the long term.

That’s what makes Unio different. Wealth means more than money or assets, it’s about quality of life in the future, we understand this and this is what makes us different.

"We combine the depth and scale of five leading Irish financial advisory firms, now backed by Great-West Lifeco and over 30 years in the business, to provide the strength and stability our clients deserve."

For more info see unio.ie

Noreen Stokes, Private Client Director, Unio Wealth Management, Limerick

“To me, this role means more than just business—it's about giving back to the community I care about", said Noreen Stokes, "building meaningful relationships, and making a real difference in the lives of our clients and those around us.

“I’m proud to be part of the growth and development of both Unio and the Limerick area. Unio’s growth in Limerick continues to go from strength to strength, driven by the expansion of our advisory team and the momentum we’re building across the region.

“There’s a fantastic energy in Limerick city, it’s people, and our client base are quite diverse, we work with individuals, entrepreneurs and SME’s. The energy in the Unio office, is fuelled by the people of Limerick and by the addition of new advisors who bring fresh perspectives, deep expertise, and a strong commitment to client service.

"Our beautiful new office in the iconic Red Church has added to the buzz—creating a welcoming, collaborative space where our team thrives. Our presence in Limerick is a key part of Unio’s growth strategy, and we’re proud to be building something special here.

"As the President of the Limerick Shannon Rotary Club, I have a strong connection to the region, and my love for Limerick runs deep."

For more see unio.ie and visit our LinkedIn

Unio Financial Services Ltd trading as Unio, Unio Employee Benefits and Unio Wealth Management is regulated by the Central Bank of Ireland.

*Sponsored Content*