You work hard. You want to be tax smart and achieve savings, but your finances are complicated and your options are limited. You want to do more about it, to make sure you’re making the most of your income but it’s hard to manage due to your limited time.
Your job takes up so much of your life and unfortunately it affects your work life balance. Even so, your family is a major concern for you – you want them to be happy and provide for their future. Maintaining your lifestyle after retirement is also your goal. You want to fully leverage tax benefits available to you and find out how to invest your money, stress-free. You need financial guidance from an expert.
Our Bellwether 360° service is the perfect solution. It’s designed exactly for people like you, because your situation is complex and you need an expert who can understand your specific situation, to ensure that you are doing everything you can to meet your long term goals. We take a deep dive into your finances in order to develop a customised plan that will identify the best solutions for your personal circumstances.
My retirement considerations were quite complex involving both HSE and private pensions. Through his expertise and structured approach Barry guided me through the complexities of this process implementing a clear post retirement investment strategy.
I would have no hesitation in recommending Barry and Bellwether for your financial planning.
It can be difficult if not impossible, even for accountants, to get a handle on the sort of finances that might be needed to meet your lifestyle expenses in the future. Part of Bellwether’s service provides cash flow analysis which does exactly this. Based upon our current expenditure, resources and desired lifestyle Bellwether were able to map out what our future finances would look like – i.e. what our living expenses would be and where the funds would come from to meet these. This has given us really clarity and is allowing us make informed decisions and implement a financial plan which will have a real impact on our future.
Barry and Bellwether Financial planning have given me and my wife peace of mind and clarity regarding our future and I would highly recommend them.