Wealthwise Financial Planning
Financial Services • 
Carrick-on-Shannon, Co Leitrim, Ireland • 11-20 Employees
Company overview
| Headquarters | Block C,, Hartley Business Park, Carrick On Shannon, Leitrim N41 F9X8, IE |
| Phone number | +353873356453 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Business & Family Protection |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Key Contacts at Wealthwise Financial Planning
Barry Kerr
Founder/Managing Director
Noreen Mckenzie
Associate Director & Wealth Management Specialist
Andrea Kerr
Director
Brian Trainor Msc Cfpbe
Director
Wealthwise Financial Planning Email Formats
Wealthwise Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@wealthwise.ie), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthwise.ie | 66.7% |
{first name} | john@wealthwise.ie | 33.3% |
About Wealthwise Financial Planning
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.
Wealthwise Financial Planning revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealthwise Financial Planning has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Wealthwise Financial Planning has never raised funding before.
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