Wealthwise Financial Planning - Business All-Star Accreditation

Wealthwise Financial Planning

Accredited Since: December 2019
Address: Block C, Hartley Business Park, Carrick on Shannon, Co Leitrim
Sector: Financial Services

Wealthwise Financial Planning

CAPTION: Brian Trainor & Barry Kerr - Wealthwise Financial Planning, receiving Business All-Star Accreditation from Elaine Carroll, CEO, All-Ireland Business Foundation at Croke Park.
CAPTION: Brian Trainor & Barry Kerr - Wealthwise Financial Planning, receiving Business All-Star Accreditation from Elaine Carroll, CEO, All-Ireland Business Foundation at Croke Park.

Wealthwise Financial Planning have successfully navigated 3 rounds of auditing which proved their performance, trust and customer-centricity.

The auditing process has left us in no doubt as to Wealthwise Financial Planning’s suitability for Business All-Star accreditation and their inclusion in The Register of Irish Business Excellence (TRIBE).

Kieran Ring, Deputy Chair, Adjudication Board

About Wealthwise Financial Planning

Wealthwise is a firm who specialise in providing Financial Planning & Wealth Management services to clients looking to achieve their personal and financial goals.

Our clients consist of Business Owners, Executives, Directors, Self Employed, Private Investors, Families, Charities and Organisations. 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.

Additional Location:  Main St, Oranmore, Co Galway.

Wealthwise Financial Planning - Business All-Stars Accreditation