Wealthwise Financial Planning

About

Wealthwise is an Award winning Financial Advisory firm with offices in Carrick on Shannon & Galway. Voted Connaught/Ulster Broker of the Year 2019, We specialise in providing impartial advice in the areas of Investment, Pre & Post Retirement planning, Business & Personal protection as well as Estate planning.
**Business A-Star Accredited 2019-20

Our clients consist of Business Owners, Directors, Self Employed, Private Investors, Charities and Credit Unions.
Our goal is to help our clients build, grow and protect their wealth by providing high quality client focused advice. We believe in the importance of personal service and in building strong and lasting client relationships.

As a client of Wealthwise you can expect:
• Independent 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.
• The highest commitment to client service

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 tailored specifically to you.

Keywords

financial planning, wealth management, retirement planning, investments, estate planning, business, family protection

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