Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway. Voted Connaught/Ulster Broker of the Year 2019, We specialise in providing impartial advice in the areas of Investment, Pre & Post Retirement planning, Business & Personal protection as well as Estate planning.
**Business A-Star Accredited 2019-20
Our clients consist of Business Owners, Directors, Self Employed, Private Investors, Charities and Credit Unions.
Our goal is to help our clients build, grow and protect their wealth by providing high quality client focused advice. We believe in the importance of personal service and in building strong and lasting client relationships.
As a client of Wealthwise you can expect:
• Independent and unbiased advice.
• A personalised Bespoke Service unlike larger financial Institutions.
• A market leading investment offering
• Qualified Professional staff trained to the highest industry standards.
• The highest commitment to client service
We strongly believe that we have a ‘duty of care’ to our clients and that a relationship of trust and confidence must exist. The aim of Wealthwise Financial Planning is to be considered as a ‘trusted adviser’ to our clients and a reliable source of solid, dependable, impartial financial advice tailored specifically to you.
Company Details
- Employees
- 10
- Founded
- -
- Address
- Block C,, Hartley Business Park,ireland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthwise.ie
- Keywords
- Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Business & Family protection.
- HQ
- Carrick On Shannon, Leitrim
Wealthwise Financial Planning Questions
Wealthwise Financial Planning's website is wealthwise.ie
Wealthwise Financial Planning's LinkedIn profile is https://ie.linkedin.com/company/wealthwise-financial-planning
Wealthwise Financial Planning has
10 employees.
View email and phone details for 10
employees at Wealthwise Financial Planning.
Wealthwise Financial Planning's industry is
Financial Services
Wealthwise Financial Planning's top competitors are
Goodbody,
Bank Of Ireland,
Wealthwise,
Wealthwise Financial Solutions,
Wealthwise,
Aib,
The Wealthwise Group,
Wealthwise Financial Planning,
Wealthwise,
Prosperous Financial.
Wealthwise Financial Planning's categories are Financial Services
Wealthwise Financial Planning's founding year is 2014
