Reviews of Personal Financial Advisor - Bellwether Financial Planning. (Financial Consultant) in Dublin (Dublin).

Personal Financial Advisor - Bellwether Financial Planning

9 Reviews

9 Comments

Financial Consultant

Financial planner

38/39 Fitzwilliam Square W, Dublin 2, D02 NX53, Ireland

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Information of Personal Financial Advisor - Bellwether Financial Planning, Financial Consultant in Dublin (Dublin)

Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.

This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!

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Reviews of Personal Financial Advisor - Bellwether Financial Planning

S. D.

“As an independent contractor and company owner there are additional, tax efficient, personal planning opportunity available via limited company structures. In this regard I found Barry and Bellwether to be superb. Barry’s knowledge, expertise and ability to suggest, implement and monitor solutions that suited my requirements were a breath of fresh air. In addition I have always found Barry to be proactive and very responsive to any adjustments that I need to make to my plans due to the nature of contracting. I would therefore have no hesitation in recommending Barry and Bellwether for any financial planning that you are undertaking, particularly if you are a contractor or company owner” Stan Dosaev, MD – Comstad Consulting Limited

A. B.

Barry and Bellwether were recommended to me by a colleague when I was in need of expert advice about my retirement planning, and in a hurry. Prior to that I had come up against a brick wall with other advisers. I was impressed with how quickly Barry was able to appreciate where I was coming from and what was most important to me. Not only that but using his expertise and experience he resolved my problem and implemented a solution in an impressively efficient and personable way. I would have no hesitation in recommending Barry and Bellwether for any of your financial planning requirements. Alan Bermingham CEO - Love Out Loud Designs Ltd.

d. e.

My wife and I used Barry and Bellwether’s services to get a better understanding of our protection and pension options and explore how these could be funded in a tax efficient manner. We were particularly impressed by Barry’s ability to communicate and explain the more technical aspects of pensions in an easily understood manner. In terms of implementation of the recommendations, the ongoing servicing and dealing with Barry and Bellwether in general we are very happy. We look forward to continuing to work with Barry in the future and we highly recommend him and Bellwether Dusan Martinka, MD – ADM Concepts Limited

G. M.

With a change in employment I wanted to get an independent overview of my family’s current protection, savings and pension arrangements/requirements. Barry and Bellwether provided exactly what I required. Using the Bellwether 360 service I was able to see clearly what our financial position was now, and also what it would look like into the future. This gave me clarity, allowed me to prioritise, and with Barry's assistance, implement key actions. I found Barry and Bellwether to be very efficient, professional and expert and am happy to recommend them.

J. D.

My husband, Joe, and I recently went through the Bellwether 360° process with Barry. We have been very impressed. Despite having 30 years’ experience in financial services I learned lots and we received valuable advice from him. He is a very knowledgeable, trustworthy, people-focused and diligent person. Barry is highly professional and our experience with him demonstrated that he is deeply committed to helping his clients achieve their financial goals. He also explains everything at a level that suits the client. We look forward to a long relationship going forward and are delighted to recommend his services

N. S.

Barry is thoroughly professional, reliable and a pleasure to deal with. His approach was to first understand my concerns and what I wanted to achieve and then use his considerable experience and expertise to suggest and implement solutions that are easily understood. Barry takes the time to go through all elements of his recommendations which I found to be very reassuring. I would have no hesitation in recommending Barry and Bellwether for any of your financial requirements. Nitin Sawant, MD – Techsalience Solutions Pvt Ltd

N. D.

As an independent contractor, with a limited company, I was keen to examine ways of using the company structure to meet some of my personal requirement and perhaps reduce the amount of tax that I was paying. Bellwether from the get go were very in tune with the unique challenges and concerns that I, as a contractor, faced. These centred on the fact that I no longer had important benefits such as life cover, income protection and pension plans which I received while an employee. Bellwether’s service not only addressed and resolved these concerns in an expert and very thorough manner but they did so in a “big picture” context introducing the concept of current and future cash flow planning. I found Bellwether and Barry to be proactive, expert and very thorough with the ability to communicate technical elements of what I was arranging in an easily understood manner. I would highly recommend that you talk to Bellwether and Barry about any of your financial planning requirements Neil D’Rosario – MD – NDR Management Consultant Services Ltd

S. C.

“With work and family life being so hectic it is essential that when it comes planning for the future you get the advice of someone who is on top of their game. Barry and Bellwether meet this criteria and have shown not only expertise, efficiency and professionalism but also an ability to understand what is important to us as a family. Knowing that we are being looked after and well-advised in our financial planning gives us great peace of mind. Barry and Bellwether come with our highest recommendation” Senan Clandillon & Heather Scully, Directors, Clandillon Civil Consulting

L. K.

Barry provides a an outstanding personalised professional advisory service and is always highly organised, well prepared and 100% on top of the work. Delighted to recommend him.

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