Barry Whelan Email and Phone Number
Barry Whelan work email
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Barry Whelan personal email
I help my clients with financial planning. I review their current situation, highlight areas that need attention and show a plan that can be implemented, to put them in a better place. Successful financial planning for me means allocating more of your money to spend more often on the things you want to spend your money on.There is a perception that financial planning is locking away your money now for something bigger down the line. Saving money is setting it aside for when you want to spend it next and getting better with your budgeting.I advise in mortgages, retirement planning, family protection and income protection. I speak jargon free, have actual conversations and take the stigmas away from your financial plans and goals.
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Associate DirectorCovermore Financial Ltd. Jun 2022 - PresentDublin, County Dublin, Ireland
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Financial PlannerCovermore Financial Ltd. Jan 2021 - Jul 2022Ireland
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Financial PlannerDolmen Insurance Brokers Ltd Mar 2020 - Jan 2021Ireland -
Financial PlannerCampion Insurance Apr 2019 - Mar 2020County Dublin, Ireland -
Personal Financial AdvisorSelf Employed Jan 2016 - Mar 2019Dublin, Ireland
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Business DevelopmentDeloitte Ireland Jun 2011 - Jan 2016DublinAdvising Irish indigenous and multinational companies on all aspects of R&D tax credit claims. Preparation and management for client proposals and identification of new business opportunities. Client account management including negotiations target management and KPI reporting of projects with Large multinational and National PLC’s and SME’s in Ireland. Organisation and delivery of R&D Incentives seminars. Scoping of R&D assignments and budget preparation. Preparation of sales and digital collateral. Development and management of R&D tax credit information channel to provide updates to clients -
Business Support ManagerLeyton Ireland Jul 2012 - Apr 2014DublinLeyton is a global consultancy firm dedicated to improving the financial performance of its clients without impeding their core business. In Ireland, Leyton specialises in Research & Development (R&D) Tax Credit claims, R&D Grant applications, and R&D Revenue Audit support.While incorporating my two previous roles within Leyton, I now took on the role of managing key accounts, sales campaign, marketing, R&D events and topics to be discussed. Preparation and management for client proposals and identification of new business opportunities. Client account management including negotiations target management and KPI reporting of projects with large multinational and national PLC’s and SME’s in Ireland, pre budget submissions. -
Business Development Assistant Team LeadLeyton Ireland Dec 2011 - Jul 2012DublinLeyton is a global consultancy firm dedicated to improving the financial performance of its clients without impeding their core business. In Ireland, Leyton specialises in Research & Development (R&D) Tax Credit claims, R&D Grant applications, and R&D Revenue Audit support.My core responsibilities included creating new opportunities for the business developers, team leader for a business development assistant team and organising events for potential clients. Fundamental to my role is developing and driving the business to create new opportunities and contacts. Activities involved included - Managing Targets & KPI's, Reporting to Sales Manager, Managing & Creating Campaigns, Outbound Calls, Creating opportunities, Budgeting & Organising events, seminars & conferences,
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Business Development AssistantLeyton Ireland Jun 2011 - Dec 2011DublinLeyton is a global consultancy firm dedicated to improving the financial performance of its clients without impeding their core business. In Ireland, Leyton specialises in Research & Development (R&D) Tax Credit claims, R&D Grant applications, and R&D Revenue Audit support.My core responsibility was to create opportunities for the business development team to present and discuss Leyton's unique approach to the R&D tax credit. I would present the case to change to some of Ireland largest, most dynamic and technically advanced companies, thought process and mind set of how they thought and approached their R&D tax credit claims.
Barry Whelan Skills
Barry Whelan Education Details
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Drimnagh Castle -
Rathmines S.C
Frequently Asked Questions about Barry Whelan
What company does Barry Whelan work for?
Barry Whelan works for Covermore Financial Ltd.
What is Barry Whelan's role at the current company?
Barry Whelan's current role is Associate Director & Financial Planner.
What is Barry Whelan's email address?
Barry Whelan's email address is bw****@****ton.com
What schools did Barry Whelan attend?
Barry Whelan attended University College Dublin, Drimnagh Castle, Rathmines S.c, University College Dublin, University College Dublin, University College Dublin.
What are some of Barry Whelan's interests?
Barry Whelan has interest in Science And Technology, Children, Environment.
What skills is Barry Whelan known for?
Barry Whelan has skills like Financial Services, Financial Analysis, Personal Financial Planning, Investments, Life Assurance, Savings, Retirement Plan Consulting, Income Protection, Finance, Life Insurance, Business Strategy, Retirement Planning.
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Barry Whelan
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