Wealthwise is a Financial Planning & Wealth Management firm based in Carrick on Shannon. 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
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”