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Update on result of General Meeting Conditional disposal of Wealth Management Business Proposed Cancellation of Admission to AIM General Update Board Changes.

On 22 September 2025, the Board of WHI proposed the sale of its wealth management business to Oberon Investments Limited, conditional on shareholders’ approval.

Following the extraordinary general meeting on 9 October 2025, shareholder approval for the transaction was not forthcoming. This decision means therefore that clients and staff (including your Investment Manager and colleagues) will not now be transferring to Oberon Investment Limited, as had been previously envisaged. Details of the decision can be found here.

WH Ireland is now exploring alternative options with regarding to future opportunities for the business. We will write to our clients in due course with an update on this.

It therefore firmly remains business as usual at WH Ireland; you remain a client of WH Ireland, where your investments continue to be managed as they always have under the existing custody arrangements by your current advisor.

Should you have any queries in the meantime, please speak to your Investment Manager who, as always, will be more than happy to assist you.

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We place your financial wellbeing at the heart of what we do.

With heritage dating back to 1872, our advice ensures you make informed & effective choices when managing your money. By building a financial plan & investment strategy with us, you are free to focus on the important things, like life.

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Our recommendations will always consider what is most suitable for you, whether that be one of our own investment services or a third-party solution.

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We offer you an overall cost saving by itemising our management and custody charges separately, which means we are able to offer our custody charge VAT-free.

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At your first meeting, we will discuss what your goals are, establish your objectives and your appetite for risk. Following this, we will review what you have, what you need, and the best options for you.

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We will talk you through our recommendations, including our costs and charges, explaining how it works for you both now and in the future.

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We firmly believe that effective financial planning requires regular monitoring and reviews, so this won’t be the last you hear from us. We will continue to make sure your plan is kept on track and altered as necessary in line with any changes to your needs, as well as market conditions.

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