Barry Kerr Qfa Cfp®

Barry Kerr Qfa Cfp® Email and Phone Number

Founder and Managing Director @ Wealthwise Financial Planning
Carrick-On-Shannon, LM, IE
Barry Kerr Qfa Cfp®'s Location
Carrick-on-Shannon, Ireland, Ireland
Barry Kerr Qfa Cfp®'s Contact Details

Barry Kerr Qfa Cfp® work email

Barry Kerr Qfa Cfp® personal email

n/a
About Barry Kerr Qfa Cfp®

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

Barry Kerr Qfa Cfp®'s Current Company Details
Wealthwise Financial Planning

Wealthwise Financial Planning

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Founder and Managing Director
Carrick-On-Shannon, LM, IE
Website:
wealthwise.ie
Employees:
10
Barry Kerr Qfa Cfp® Work Experience Details
  • Wealthwise Financial Planning
    Founder And Managing Director
    Wealthwise Financial Planning
    Carrick-On-Shannon, Lm, Ie
  • Wealthwise Financial Planning
    Founder/Managing Director
    Wealthwise Financial Planning Mar 2014 - Present
    Carrick On Shannon
    At Wealthwise we help our clients build, grow and protect their wealth by providing high quality client focused advice in the areas of:• Financial Planning• Wealth Management• Investments• Pre & Post Retirement Planning• Business & Family ProtectionOur aim is to be considered as a “trusted adviser” to our clients and a reliable source of solid, dependable, impartial financial advice
  • Private Banking Bank Of Ireland
    Senior Private Banking Manager
    Private Banking Bank Of Ireland Jan 2008 - Mar 2014
    North West/ Midlands
    As a Senior Private Banking Manager, I provided bespoke financial planning advice on all aspects of Investment, Pensions, Protection, Tax and Estate Planning to a portfolio of High Net worth Clients.
  • Cornmarket Group Financial Services
    Senior Financial Advisor
    Cornmarket Group Financial Services Sep 2005 - Jan 2008
    Dublin
    Presentations to Public Sector workers on Public Sector retirement schemes, tax planning, insurance and investment options.Delivering Retirement and Investment seminarsProviding specialized individual advice. Assisting clients in planning for and attaining financial goals.Training and mentoring of colleagues
  • Citi
    Fund Accountant
    Citi Aug 2003 - Sep 2005
    Dublin
  • Investors Bank & Trust
    Fund Accountant
    Investors Bank & Trust Jan 2001 - Aug 2003

Barry Kerr Qfa Cfp® Skills

Wealth Management Financial Planning Investments Financial Services Financial Advisory Pensions Portfolio Management Retirement Planning Retirement Strategic Financial Planning Finance Wealth Relationship Management Mutual Funds Estate Planning Life Insurance Income Protection Financial Risk Asset Management Investment Advisory Inheritance Tax Planning High Net Worth Individuals Deposits Personal Pensions Business Relationship Management Structured Products Pension Funds Succession Planning Independent Financial Advice Investment Portfolio Executive Protection Personal Protection Self Invested Personal Pension Savings Wealth Transfer Wealth Preservation Private Equity Alternative Investments Renewable Energy

Barry Kerr Qfa Cfp® Education Details

Frequently Asked Questions about Barry Kerr Qfa Cfp®

What company does Barry Kerr Qfa Cfp® work for?

Barry Kerr Qfa Cfp® works for Wealthwise Financial Planning

What is Barry Kerr Qfa Cfp®'s role at the current company?

Barry Kerr Qfa Cfp®'s current role is Founder and Managing Director.

What is Barry Kerr Qfa Cfp®'s email address?

Barry Kerr Qfa Cfp®'s email address is ba****@****wise.ie

What schools did Barry Kerr Qfa Cfp® attend?

Barry Kerr Qfa Cfp® attended University College Dublin, Fpsb, University College Dublin, Lia/institute Of Bankers, Dublin Business School, Dublin City University.

What are some of Barry Kerr Qfa Cfp®'s interests?

Barry Kerr Qfa Cfp® has interest in Gaa, Cycling, Triathlon.

What skills is Barry Kerr Qfa Cfp® known for?

Barry Kerr Qfa Cfp® has skills like Wealth Management, Financial Planning, Investments, Financial Services, Financial Advisory, Pensions, Portfolio Management, Retirement Planning, Retirement, Strategic Financial Planning, Finance, Wealth.

Who are Barry Kerr Qfa Cfp®'s colleagues?

Barry Kerr Qfa Cfp®'s colleagues are Emmet Feeley Bb Qfa, Amanda Frayne, Conor Harte Cfp®, Cathal Saunders, Pradeep Sharma, Andrea Kerr, Brian Trainor Msc Cfp®be Grad Dip Qfa.

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