Bellwether Financial Planning

Helping people to embrace their lifestyle goals

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Is Your life at the centre of Your money or Your money at the centre of Your life?

Do you know whether you can afford lifestyle goals such as:

  • Retiring with sufficient means to provide for your desired lifestyle
  • Retiring earlier than the traditional 60/65
  • Changing career or reducing your working week
  • Providing your children with the best education
  • Passing your assets to the next generation in a tax efficient manner
  • Ensuring your family are financially protected

Discover how to plan your money around your life not your life around your money!

Read more about Bellwether 360° →

Our Bellwether 360° service is a “One Stop” Lifestyle Financial Planning service which organises client’s affairs bringing clarity, reassurance and expert ongoing guidance to achieve their lifestyle goals.

Financial planning provides individuals and their family’s with a multitude of REAL benefits. We want to ensure that clients have the crucial building blocks in place for their financial planning and offer a clear, expert and personal service in the following areas:

Our personal service delivers peace of mind and gives you confidence that your best interests are always being served.

“In achieving our dreams, and braving steps that move towards that, good financial planning advice enables us to take those steps with focus and confidence. Bellwether Financial does that. The individual plan is key. Bellwether ensures it is a personally relevant one. ”
Dr. Miriam Kennedy – Consultant Psychiatrist, Psychotherapist and Senior Lecturer
“Barry has looked after my affairs, particularly those of my retirement, over a number of years. To say that these were complicated is an understatement as they covered both private and HSE pensions arrangements. Barry demonstrated a deep level of expertise and knowledge particularly in relation to Personal Fund Thresholds and how they interplay with HSE pension benefits. I am happy to recommend Barry and Bellwether services”
Dr. Ian E. Eustace – Registered Specialist in Occupational Medicine

Bellwether has access to a significant number of solution providers in the Irish market



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