The individual plan is key. Bellwether ensures it is a personally relevant one. ”
Barry was able to field the many questions I had on pensions, income protection, life cover in a way that left me in no doubt that he is an expert in his field. Not only that but this was also carried out in a very personal yet efficient manner which put me very much at ease.
It continues to be a pleasure to deal with Barry and Bellwether and I would sincerely recommend them.
Barry was key to this experience and provided, and continues to provide, excellent and expert advice in all aspects of our life, pension, investment and day to day finances. We found Barry to be trustworthy, very much people-focused and highly professional. In addition Barry has the ability to communicate what is sometimes complex and technical information in a way that is easily understood.
We look forward to a long and successful relationship with Barry and Bellwether and I would have no hesitation in recommending Bellwether services.
I think it is important that when you seek advice on any matter that there is a frankness and honesty in term of what you can and cannot do. This, to my mind, creates a greater sense of trust and gives you peace of mind.
I would have no hesitation in recommending Barry and Bellwether for your financial planning requirements.
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 him.
I was referred into Bellwether Financial Planning by my accountant and I’m very happy with the introduction. I met Barry from Bellwether on a number of occasions and felt that he really took the time to understand me and my circumstances before making any recommendations. He then took the time to advise me again before he implemented my wishes. He’s always available for advice and is always friendly, clear, professional and responsive – top drawer.
I would strongly recommend Bellwether and Barry for any advice you may need on protection, pension and indeed, financial planning.
From the get go I felt that Barry really took the time to understand the goals, concerns and reservations of me and my wife. It was reassuring that I always dealt with Barry, I would imagine that Bellwether’s director led service is unique in the Irish market. At all times I felt that Bellwether acted independently and in the best interest of my family. All our questions were addressed to our satisfaction and with clarity. I was in no doubt that I was dealing with experts in financial planning.
We established very tax efficient solutions to protect my salary and my family’s financial wellbeing in the event of my premature death or serious illness. In addition we have addressed how the company can meet our post retirement income requirements. Our planning is ongoing and I know that I can pick up the phone or send an email to Barry at any time of the day or night and he will be back to me promptly.
I would have no hesitation in recommending Bellwether for any of your financial planning needs and I look forward to working with Barry and Bellwether for many years to come.
I have always found Barry to be trustworthy, courteous and proactive and I would not hesitate in recommending him for your financial planning requirements.
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.
I am happy to recommend Barry and Bellwether services.
I believe that anyone who avails of Barry and Bellwether’s service will find them to be hugely beneficial and they come with my sincere recommendation.
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.
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.
Bellwether were at all times professional, thorough and went that extra mile to meet my expectations. While there was no doubting their expertise I also found our dealings to be very personal and I had access to Barry Mooney, Director, at all times. This attention left me in no doubt that my best interests were being looked after by someone who was independent and had invaluable experience in the financial planning area.
I would happily recommend Bellwether to anyone who is serious about their financial planning and personally look forward to working with Bellwether for many years to come.
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.
In the last 18 months Barry introduced me to “The Bellwether 360° Service” and with the combination of Barry’s financial knowledge coupled with this extraordinary software tool, we were able to map a confident financial future for me based on my current circumstances. What I like most about 360° is its overall view of your current circumstances and then it projects forward, so one can plan with confidence for future major milestones in one’s life cycle.
In summary, I would have no hesitation in recommending Barry & in particular his unique software package “Bellwether 360°“.
I have no hesitation in recommending Barry and Bellwether for your investment, pension, protection and general financial planning. I look forward to referring more clients in the future.
I therefore have no hesitation in recommending Barry and Bellwether to business owners and individuals who want a top class financial planning service.
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.
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.
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.
I would highly recommend Barry and Bellwether for your financial planning.
I have no hesitation whatsoever in recommending Barry’s professional services.
As such I have absolutely no hesitation in continuing to refer people to Barry and Bellwether and would whole heartedly recommend their services if you are serious about your financial planning
I highly recommend Barry, you are in caring but sure hands with him.
I would have no hesitation in recommending Barry and Bellwether for any of your financial requirements
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.
In conjunction with Barry we considered and discussed where I was now, my financial responsibilities and goals. Through Bellwether 360° we were able to assess how my current and future resources would contribute to the projected future costs and identify gaps that existed in preparing for the future. Once identified we were able to put a definitive plan in place to address those gaps. Part of this entailed the implementation of protection and pension plans and in this regard I found Barry’s advice and implementation to be transparent, understandable and totally professional.
I would highly recommend Barry and Bellwether Financial Planning. He is an excellent professional and very considerate of a person’s values and goals. If you want the peace of mind that comes with having a clear lifestyle financial plan in place and the reassurance of ongoing guidance as your circumstances change, seriously consider consulting Bellwether Financial Planning.