Wealthwise Financial Planning

Ireland · 10 Employees
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.

概述

国家 Ireland
成立时间 2014
总部 Block C,, Hartley Business Park, Carrick On Shannon, Leitrim N41 F9X8, IE
电话号码
网站 http://www.wealthwise.ie
LinkedIn http://www.linkedin.com/company/wealthwise-financial-planning
Twitter
Facebook
员工数 10
行业 financial services,
简介 Wealthwise specialise in providing Financial Planning & Wealth Management services to clients looking to achieve their personal and financial goals.

技术

Apache

Load Balancers

Outlook

Email Providers

常见问题

Wealthwise Financial Planning 在哪里?

Wealthwise Financial Planning 的总部位于 Block C,, Hartley Business Park, Carrick On Shannon, Leitrim N41 F9X8, IE

Wealthwise Financial Planning 的电话号码是多少?

Wealthwise Financial Planning 的电话号码是

Wealthwise Financial Planning 的官方网站是什么?

Wealthwise Financial Planning 的公司官方网站是 http://www.wealthwise.ie

Wealthwise Financial Planning 是做什么的?

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

Wealthwise Financial Planning 的业务有哪些?

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

Wealthwise Financial Planning 的年收入是多少?

Wealthwise Financial Planning 的收入是 0美元

Wealthwise Financial Planning 有多少员工?

Wealthwise Financial Planning 有 10 名员工

Wealthwise Financial Planning 属于哪个行业?

Wealthwise Financial Planning 从事以下行业: financial services

Wealthwise Financial Planning 使用什么技术?

Wealthwise Financial Planning 使用的一些流行技术包括: Apache,Outlook

如何联系 Wealthwise Financial Planning?

Wealthwise Financial Planning 联系信息: 电话号码:, 网站:http://www.wealthwise.ie, 邮箱:jen***@***.ie

Wealthwise Financial Planning 的社交媒体链接是什么?

Wealthwise Financial Planning 领英:http://www.linkedin.com/company/wealthwise-financial-planning,fackbook:,twitte:

Wealthwise Financial Planning 是一家上市公司吗?

不是

Wealthwise Financial Planning 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Wealthwise Financial Planning?

Wealthwise Financial Planning 有 0 家投资者,包括 。

管理层

Jennifer Hardman

Senior Financial Advisor

Kellie Dhu

Senior Financial Adviser

Robyn Mohr

General Manager

Barry Cfp

Founder/Managing Director

Leigh Bydder

Senior Financial Paraplanner

员工

Justine Hinz

Paraplanning Support Officer

Beverley Boyd

Personal Assistant

Mark Giles

Financial Adviser

Nicole Murphy

Sales Support Executive

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