Meet the Team

Barry Kerr BBS QFA CFP®

Barry is a CERTIFIED FINANCIAL PLANNER™ and Managing Director of Wealthwise Financial Planning, he has over 18 years of experience in various roles within the Financial services industry.

Before setting up Wealthwise Financial Planning, Barry most recently worked as a Private Banking Manager with Bank of Ireland where he advised High Net worth clients on all areas of Wealth Management and Financial Planning. Prior to that he was a Senior Financial Consultant with Cornmarket Group financial Services.

He received a Bachelor of Business Studies from DCU, Post graduate Diploma in Financial Planning from UCD, is a Qualified Financial Advisor (QFA) and CFP® Professional. Barry is a member of the Financial Planning Standards Board (FPSB Ireland),the Society of Financial Planners of Ireland (SFPI) and The Institute of Banking .

Brian Trainor  QFA MSc CFP®

Brian is a Certified Financial Planner CFP®, a Qualified Financial Adviser(QFA) and also holds a Masters in Financial Services from UCD.

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.

Conor Harte BFS QFA LIB CFP®

Conor brings over 26 year experience in Banking and Financial Services. Most recently he held the role of Private Banking Manager with Ulster Bank. Prior to that he held a number of Management roles with Ulster Bank, ACC & First Active.

He has extensive experience in the areas of Wealth Management, Commercial Lending & Business Development. Conor holds a Bachelor of Financial Studies Degree from UCD and recently completed a Postgraduate Diploma in Financial Planning as well as achieving the CFP® Qualification.

Conor is a member of the Financial Planning Standards Board (FPSB Ireland),the Society of Financial Planners of Ireland (SFPI) and The Institute of Banking . A native of Ballinamore county Leitrim, he is a keen GAA fan and also takes part in triathlons to keep in shape.

Barbara Mc Manus QFA

Barbara is a Qualified Financial Adviser (QFA) with over 18 years’ experience in the financial services industry.

Barbara spent the majority of her career working in various management positions within Bank of Ireland, she was a Financial/Business Advisor looking after a large portfolio of Business Customers managing their financial and credit needs. Prior to this, Barbara also worked as an Insurance & Investments Manager with Bank of Ireland Life. In this role she gained a wealth of experience, while advising customers on their needs in relation to Life Assurance, Retirement Planning & Investments.

Along with overseeing the administration within the office Barbara’s key role within the business is advising our personal & business clients on the area of Protection, life cover and Business Protection.

Andrea Kerr BA APA

Andrea is an APA (Protection), and is a Director of Wealthwise Financial Planning since its establishment in 2014. She has over 20 years experience in various office & project management roles. of office and project management experience. Andrea has an Arts Degree and a Masters in Education,  she is currently studying for her QFA’s. Andreas main roles within the business include office Management, Administration & Marketing.