Download our Practice brochures below

Iris Wealth Management Brochure

In our brochure, you can find out more about who we are, what we do, and how we work with our clients.

Iris Wealth Management Client Charter

Our Client Charter describes our promise to our clients, which is above all, to give you back your time, so you can spend it with your loved ones, doing the things YOU enjoy. You can find out more about our commitment and services by reading our Charter.

The 3Ds - A Guide for Women and their Financial Planning

Maria is very passionate about the financial empowerment of women and helping them take control of their finances. In our ‘’3Ds Guide for Women and their Financial Planning’’ Maria’s clients share their stories and explain how financial planning has helped them through life’s ups and downs, whilst Maria discusses what financial planning is about.

Iris Wealth Management Practice Brochure

Adobe Acrobat format, 3.2 MB

Iris Wealth Management - Client Charter

Adobe Acrobat format, 1.35 MB

The 3Ds - A Guide for Women & Their Financial Planning

Adobe Acrobat format, 6.22 MB