About Our Firm

Wealthwise is a Financial Planning & Wealth Management firm with offices in Carrick on Shannon and Oranmore, Co Galway. We specialise in providing Financial planning and wealth management services to clients looking to plan and achieve their personal and financial goals. Our clients consist of Business Owners, Executives, Directors, Self Employed, Private Investors, Families, Charities and Organisations.

We believe in the importance of personal service and in building strong and lasting client relationships. Our aim is to build the leading Financial planning firm in the North West of Ireland.

Our 5 core practice areas

  • Investment Advisory Services
  • Pre & Post Retirement Planning

  • Family & Business Protection

  • Financial Planning for Businesses and Individuals

  • Cash Flow Modelling & Estate Planning

As a client of Wealthwise What you can expect from us is:

  • Impartial and unbiased advice.

  • A personalised Bespoke service unlike larger financial Institutions.

  • A market leading investment offering

  • Qualified Professional staff trained to the highest industry standards.

  • Tax efficient solutions and structures

  • Financial clarity through comprehensive cash-flow modelling

Our focus

We are focused on you, our client. We strongly believe that we have a ‘duty of care’ to our clients and that a relationship of trust and confidence must exist. 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.

“A Referral is the highest Compliment any Business can receive. If you know anyone who you feel would benefit from our Financial Advice, we would be grateful for the Introduction”