Brian Joins the Wealthwise team to open and manage our new Galway office based in Oranmore. Brian has spent the last 12 years as a Senior Private Banking Manager advising HNW clients for Bank of Ireland Private Banking. He has vast experience in Investments, pensions, protection and all areas of wealth management. Prior to joining Bank of Ireland, Brian spent 15 years working in the medical device industry in various engineering and Production management roles. Brian is a Certified Financial Planner CFP®, a Qualified Financial Adviser (QFA) and also holds a Masters in Financial Services from UCD.
He can be contacted at brian@wealthwise.ie or 087 3356453
Barry Kerr BBS QFA CFP® is the owner of Wealthwise Financial Planning, Block C, Hartley Business Park, Carrick on Shannon, www.wealthwise.ie. Wealthwise Financial Ltd T/A Wealthwise Financial Planning is Regulated by the central Bank of Ireland. All details and views contained within this article are for informational purposes only and does not constitute advice. Wealthwise Financial Planning makes no representations as to the accuracy, completeness or suitability of any information and will not be liable for any errors, omissions or any losses arising from its use.
