Bellwether Are 3

July 2017
Bellwether Are 3

As Bellwether passes its 3- year anniversary we have many things to be thankful for -

  1. Our clients, who have put their absolute faith in us to look after their interests, a responsibility we take with the seriousness that it rightly deserves
  2. Our referrers, who have scrutinised the director led services that we offer and entrusted us to act in their client’s best interests.
  3. Our business partners who have bought into the way Bellwether operate, the service that we provide to our clients and our expectations of them, as our business partners.
  4. A profitable business which provides our current and future clients with the assurance of knowing that we will be around to provide ongoing, expert and independent advice for many years to come.
  5. And perhaps the most fulfilling, the fact that our mission and vision, which we created over three years ago, “To empower individuals to embrace their lifestyle ambitions by organising their finances intelligently”, has been successful for so many of our clients

These are 5 reasons we are thankful. If we look at our anniversary number, 3, it has parallels when it comes to lifestyle financial planning (thanks Google!!) –

  • 3 is the first number that forms a geometrical figure – the triangle
  • 3 is considered the number of harmony, wisdom and understanding
  • 3 is the number of time –
    • Past, Present and Future
    • Birth, Life, Death
    • Beginning, Middle and End

These neatly summarise what we think Financial Planning can achieve for individuals – symmetry, clarity and peace of mind no matter what stage of life you are at.

Its been a great 3 years, hugely fulfilling personally and professionally,and we look forward to bringing the many real benefits of financial planning to our existing and new clients in the future.

If you would like to find out how we can assist you reap the benefits offinancial planning please contact us at 01 4958744 or info@bellwetherfinancial.ie

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About Barry Mooney

Barry Mooney, Financial Planning

Barry passionately believes in the benefits that proper financial planning can deliver. Barry is a Qualified Financial Adviser and holds a BA and MA from NUI Maynooth and an MBS from UCD Michael Smurfit Business School.

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Financial Planning, Dublin
Bellwether recently won the “Best New Broker” 2016 at the prestigious Irish Broker Association’s awards. Open to firms from all over Ireland the award recognises the excellence and innovation that Bellwether bring to Financial Planning.

About Bellwether Financial Planning

Our mission is empower individuals to embrace their future lifestyle ambitions by organising their finances intelligently.

We advise on all aspects of financial planning including pensions, protection, savings and investments, estate planning and day-to-day financial management.

Bellwether 360 Software

About Bellwether 360°

Would you like to reap the “real” benefits of financial planning? Would a visual representation of your current and future lifestyle requirements be helpful?

Our financial planning service, Bellwether 360°, uses state of art financial planning tools coupled with in depth and expert knowledge of pensions, protection, savings and investments, estate planning and day to day financial management to deliver a unique all-encompassing service.

The result is an active, robust and enduring financial plan which provides YOU with the real benefits that proper financial planning offers.