Testimonials

Having enjoyed a very good working relationship over many years with an account manager in the private banking sector I was referred to Barry Kerr of Wealthwise Fianancial Planning on that person’s retirement. This has to be the highest form of recommendation, in ‘passing the baton’ as it were of a client to the ‘next’ generation. In my years with Wealthwise I have never once regretted that referral. The advice given in regard to pension management has always been well researched, well thought through in terms of its value and appropriateness, and never once given a hard sell. I have benefited enormously and continue to from the very professional approach of Barry Kerr, his attention to detail and in particular his attention to my individual pension planning requirements.

Dr Roger Derham- Forensic Physician

I approached Barry Kerr in Wealthwise because I wanted a no nonsense professional service. Wealthwise helped me by pointing me towards excellent financial products which have provided results. One thing I liked was ability for them to quickly understand how formal or informal the relationship needed to be. I found the experience of dealing with Wealthwise very easy and totally customer focussed. I would recommend Wealthwise to people who want sound straightforward no jargon advice.

Ciaran Phelan – General Manager, National Automation Ltd, Boyle & Dublin

Wealthwise is very professional and successful financial planning business, and can be highly recommended

Paul Shortt – Accountant and CEO, Monaghan

Barry has been my financial adviser for the last few years and has been a source of invaluable advice and expertise during that period, he has always conducted himself in a very professional manner and always puts the clients Interests first. I would have no problem recommending his services to anyone looking Independent, unbiased advice.

William MacAuliffe – Pharmacist, Co Roscommon

I would have no problem recommending Wealthwise Financial Planning to my Clients. I have known Barry for a number of years and always found him to be a personable, trustworthy individual who delivers sound, impartial, professional advice in a timely manner. I have the utmost good faith in Barry and am more than happy to recommend him to others.

Terry Casey – Director, Casey Accountants

Wealthwise have been a member of Trusted Advisor Group since 2014. They are one of the most progressive and professional financial planning companies I have come across. Their focus is firmly on the provision of sound, financial advice rather than pure product selling which you get with some firms. We need plenty more firms like Wealthwise in our industry.

Paul Sutton – CEO, Trusted Advisor Group

Wealthwise has been my financial adviser for the last couple of years. Barry has extensive and detailed knowledge of all the various financial products on the market, yet is able to explain them in an easily understandable way. I would have no problem recommending Barry Kerr to anyone looking for independent financial advice.

Catherine Mc Shera – Co Leitrim

We have engaged the services of Wealthwise Financial Planning on behalf of clients seeking pension, investment and protection advice. We have always found Barry Kerr and his team to be exceptionally knowledgeable and professionally competent. Through their practical straight forward approach, they have always delivered a very efficient customer focused service to clients. We have no hesitation in recommending Barry Kerr and his team for their range of services in the knowledge that clients will receive excellent financial advice and customer service.

Declan Mc Namara – FCCA CTA (Partner) , Moran McNamara Chartered Tax Advisors, Accountants & Auditors

I have always found Barry very knowledgeable on financial products, he has always given us independent, unbiased and transparent financial advice. He is very thorough and always ensures that clients understands both potential risks and rewards. He is also very accessible and provides excellent follow up service and support. I would highly recommend him to anyone who asks.

Mr & Mrs C – Co Cavan