Happy Birthday to Us !!!
This week marks 8 years in Business for Wealthwise Financial Planning.
Wealthwise was established in 2014 by MD Barry Kerr, with the aim of providing clients with bespoke, personalised financial advice unlike what they might expect from a larger Financial Institution. Something which we believe we have achieved (at least that’s what our clients tell us!).
Over the past 8 years, we have grown organically into a Company with 9 staff members, servicing Clients all over Ireland. In 2018 we opened a second office in Oranmore, Galway, under the management of Director Brian Trainor. In 2019, Wealthwise Financial Planning won “Connaught/Ulster Broker of the Year” at the LPI Awards, something we were very proud of after only 5 years in business.
Many people have contributed to the success of Wealthwise over the years, our wonderful Staff, our families, our Business Partners but most importantly of all our loyal Clients without whom there wouldn’t be a business.
These clients have entrusted us with the task of helping them achieve their financial goals & objectives, a responsibility which we take very seriously. Our aim is to help our clients “build, grow and Protect” their wealth, Something which we intend to keep doing for many more years to come.
