Wealthwise Financial Planning

Barry Kerr

Wealthwise Financial Planning

Verified Since: January 2019

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Wealthwise provide Financial Planning & Wealth Management services to clients looking to achieve their personal and financial goals.
Our core services Include Investment, Pre & Post Retirement Planning as well as Protection.
Our clients consist of Business Owners, Executives, Directors, Self Employed & Private Clients.
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.

Block C,, Carrick On Shannon, Leitrim

Barry is a CERTIFIED FINANCIAL PLANNER™ and Managing Director of Wealthwise Financial Planning, he has over 18 years of experience in various roles within the Financial services industry.
Before setting up Wealthwise Financial Planning, Barry most recently worked as a Private Banking Manager with Bank of Ireland where he advised High Net worth clients on all areas of Wealth Management and Financial Planning. Prior to that he was a Senior Financial Consultant with Cornmarket Group financial Services.




Company Pension Transfers

Mortgage Protection

Life Insurance

Income Protection

Inheritance Planning

Business Protection

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