Barry Kerr Qfa Cfp® Email & Phone Number

I am the founder and Managing Director of Wealthwise Financial Planning, we are an Award winning Financial Adviser with offices located in Carrick on Shannon, Co Leitrim & Oranmore, Co Galway. At Wealthwise specialise in providing clients with impartial advice in the areas of Wealth Management, Investment, Pre & Post Retirement planning, Business & Personal protection as well as Estate planning. Our clients typically consist of Business Owners, Directors, Self Employed Professionals and Private Individuals. As a CERTIFIED FINANCIAL PLANNER™ with 20 years of experience in the financial services industry my goal is to help my clients Build, Grow and Protect their wealth by providing high quality client focused advice. I believe in the importance of personal service and in building strong and lasting client relationships.As a client of Wealthwise, what you can expect is: • 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

Listed skills include Wealth Management, Financial Planning, Investments, Financial Services, and 35 others.