Searing Point Wealth Management Limited

What Searing Point Wealth Management Limited does

Searing Point Wealth Management Limited is an Irish independent financial advisory firm founded in 2011 and headquartered in Dublin, regulated by the Central Bank of Ireland (Company Number 489635). The firm delivers a full suite of personal and business financial planning services across six core product lines: Financial Review, Protection (life insurance, income protection, mortgage protection, serious illness, and business protection), Mortgages (first-time buyer, trading up, buying-to-let, refinancing), Deposits, Pensions (company pensions, group schemes, ARFs, SSAPs, PRSAs, and personal pensions), and Investments & Savings. Clients are served through direct, face-to-face consultations at two Dublin-area offices (Dublin 14 and Malahide), with a sales-led, referral-driven go-to-market that draws significant cross-referral flow from its affiliated accountancy practice, Searing Point Chartered Accountants, and from its membership in the Brokers Ireland network.

The firm operates a professional services revenue model, charging bespoke, quote-based fees tailored to client circumstances with multi-year advisory engagements, and does not publish a standard price list beyond a generic fees-and-charges disclosure document. Customer segments are hybrid, serving individuals across life stages, business owners and directors seeking protection and executive pensions, and corporate employers requiring group schemes and employee benefits. Distribution combines direct advisory consultations, channel relationships through the Brokers Ireland network, and top-of-funnel content marketing via regularly published educational articles on the firm website.

Searing Point is a small practice (1-10 employees) with no disclosed funding, no parent company, and no technology platform beyond a marketing website. There are no AI/ML capabilities, integrations, or proprietary technical features described in the available data; service delivery is relationship-driven and human-advisor-led. The firm competes in the Irish independent financial advisor segment, where differentiation rests on regulatory licensure, brand association with the dual wealth management and chartered accountancy identity, and long-term client relationships rather than technology or scale.

Name

Searing Point Wealth Management Limited

Legal name

Searing Point Wealth Management Limited

Website

https://searingpointwealth.ie

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Searing Point Wealth Management Limited is an Irish independent financial advisory firm (Central Bank of Ireland regulated) offering financial planning, pensions, protection, mortgages, deposits, and investments to individuals, business owners, and corporate clients across the Greater Dublin area.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAAAAJ

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Wealth management services
• Financial planning
• Pension advisory
• Mortgage advisory
• Protection insurance

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue generated through financial advisory and planning services for individuals and businesses, including financial reviews, protection products, mortgages, pensions, and investments.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Searing Point Wealth Management Limited is an independent financial advisory firm based in Dublin, Ireland that delivers personalized financial planning, wealth management, pensions, protection, mortgage advice, and investment and savings advisory services to individuals and business owners. The firm is regulated by the Central Bank of Ireland and operates alongside Searing Point Chartered Accountants, offering an accountancy-integrated wealth management model with face-to-face consultations at offices in Dublin 14 and Malahide.

Product overview

Searing Point Wealth Management is a financial advisory firm offering a suite of wealth management services organized around six core product areas: Financial Review (for reviewing existing financial arrangements), Protection (life insurance, income protection, mortgage protection, serious illness, and business protection), Mortgages (first-time buyer, trading up, buying to let, and refinancing), Deposits (term deposits), Pensions (company pensions, group schemes, ARFs, personal pensions, SSAPs, PRSAs), and Investments & Savings. The firm operates as an accountancy-integrated wealth management practice providing both personal and business financial planning solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Searing Point Chartered Accountants: Partner firm providing chartered accountancy services, operating at a separate website.

Products and services

• Financial Review A service that provides clarity and confidence around a client's current financial position by reviewing existing investments, pensions, and protection plans to ensure they remain suitable and performing as intended. Designed for individuals and businesses seeking a comprehensive assessment of their financial arrangements.
• Protection Financial protection solutions including life insurance, income protection, mortgage protection, serious illness cover, and business protection to safeguard individuals and businesses against life's uncertainties.
• Mortgages Mortgage sourcing and advisory services supporting clients through the home buying journey, including first-time buyer mortgages, trading up, buying to let, and refinancing options.
• Deposits Term deposit products providing guaranteed secure investments with very little risk, suitable for starting to invest, diversifying portfolios, saving for down payments, or earning competitive interest rates.
• Pensions Retirement planning solutions including company pensions, group schemes, approved retirement funds (ARFs), personal pensions, small self-administered pension schemes (SSAPs), and personal retirement savings accounts (PRSAs).
• Investments & Savings Investment and savings advisory services helping clients set financial goals and create plans to achieve them through various investment vehicles and savings strategies.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Searing Point Chartered AccountantscoreStrategic or Co-development PartnerSearing Point Wealth Management is partnered with Searing Point Chartered Accountants, sharing the Searing Point brand. The chartered accountants practice provides accounting services while the wealth management arm provides financial planning, investment, and protection services. Both practices operate from the same office locations and share the Dundrum Road and Malahide Marina facilities.
• Brokers IrelandcoreChannel Partner/ Reseller/ DistributorSearing Point Wealth Management displays the Brokers Ireland logo on their website footer, indicating membership in the Brokers Ireland network which provides access to industry resources, professional development, and a network of insurance and financial advisors across Ireland.
• Ireland U20 Women's Volleyball TeamminorOthersSearing Point Wealth Management has been announced as the main partner of Ireland's U20 Women's Volleyball team, providing corporate sponsorship support to the national youth team.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Zurich Life Assurance Ireland: Zurich Life offers pensions, investments, and protection products in Ireland. Comparable to Searing Point as a provider overlapping directly in pensions, protection, and savings products that Searing Point advises clients on.
• Aviva Ireland: Aviva Ireland provides life insurance, pensions, and investment products across the Irish market. It is comparable to Searing Point in that it sits across the same product categories (protection, pensions, savings) but operates as a large incumbent rather than a small advisory practice.
• Irish Life: Irish Life (part of Bank of Ireland Group) is one of Ireland's largest life, pension, and investment providers. It is comparable to Searing Point as a major provider of pensions, protection, and investment products in the Irish market, though it operates at vastly greater scale and as a product manufacturer rather than a small advisory firm.
• Goodbody: Goodbody is an Irish stockbroking and wealth management firm serving individuals and intermediaries with investments, pensions, and advisory services. Overlaps with Searing Point on investment advisory and retirement planning, but at significantly greater scale and institutional reach.
• Davy (KBC Asset Management Ireland / Bank of Ireland): Davy is a long-established Irish wealth management and stockbroking firm offering investment advice, pensions, and portfolio management. Comparable to Searing Point as an Ireland-based wealth advisory provider, though materially larger and with broader capital-markets capabilities.

Emerging players

• Moneycube: Moneycube is an Irish online investment and pension adviser serving retail clients with a digital-first wealth management model. It is comparable to Searing Point as a competing Irish investment and pension adviser, but differentiates via a digital/remote delivery model versus Searing Point's face-to-face advisory approach.

Direct peers

• Hibernia Wealth Management: Hibernia Wealth Management is an independent Irish financial advisory firm providing pensions, investments, and financial planning to individuals and business owners. Closely comparable to Searing Point in business model, scale, and target client segments.
• New Ireland Assurance: New Ireland Assurance is a Bank of Ireland Group life and pensions provider selling protection, pension, and investment solutions via Irish brokers and IFAs. It is directly comparable in product set and distribution model to Searing Point's advisory offering.
• Royal London Ireland: Royal London Ireland offers life cover, pensions, and savings/investments through financial advisers in Ireland. It is a direct peer in product mix (protection, pensions, investments) and is distributed through the same independent advisory channel that Searing Point operates in.

Others

• Brokers Ireland: Brokers Ireland is the industry representative body for insurance and financial brokers in Ireland, of which Searing Point is a member. Included as an adjacent ecosystem participant rather than a competitor — the membership supports Searing Point's distribution and compliance standing.

Market position

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/searing-point/about

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Searing Point Wealth Management Limited