Bellwether delivers financial planning specifically for business owners and career professionals. We guide you through the myriad of financial decisions affecting both your personal and professional path, and help ensure you are financially resilient at every stage of your journey.

Our most valued services are:

Bellwether – 360o Lifestyle Financial Planning

You only get one life – live it comfortably!
What do you really know about your current financial wellbeing?

  • Could you retire early?
  • When you retire, will you have sufficient means to maintain your desired lifestyle?
  • What affect would a career change, or reducing your working week, have on your financial life plan?
  • Is your family financially protected?
  • Are your financial affairs tax efficient?

Answer these questions through the Bellwether 360o.

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Bellwether Core Advice Service

Recognised by many as ‘traditional’ financial advice, our Core Advice Service covers all aspects of financial planning for you, and your loved ones.
We ensure that you have the crucial building blocks in place, and offer clear, expert, and personalised advice in the following areas:

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Bellwether – Pension Standard Fund Threshold (SFT) Strategies

You have worked hard and made sacrifices to build up your retirement plans. However, if your Pension funds are above the SFT at retirement you could be exposed to an effective tax rate of c. 70%.
We can help devise strategies that can mitigate this risk.Click for more

Bellwether – The Benefits of Limited Company Structures

A limited company structure offers significant scope to protect you and your family’s current lifestyle,protect the business itself, fund for your future retirement and ultimately provide you with peace of mind – all very tax efficient!Click for more

Service Partners

Barry is a world-class pension and financial adviser. His technical knowledge is second to none. As importantly his understanding of each client’s individual requirements is exceptional. His empathy is unique and often missing in the business world. I highly recommend Barry without hesitation.
Mary Nyhan – Nyhan Tax Advisers
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’s deep knowledge of financial planning for company directors and contractors ensures that his advice is always relevant and highly effective. He is incredibly reliable and has a knack for explaining complex financial matters in an accessible way, which my clients greatly appreciate.
Páraic O’ Dowd, MD, Prima Management Ltd
What Bellwether delivers above all else for us is piece of mind in an area of risk and complexity. When it comes to your personal financial future, this is the quintessential “added value” service. At every step we have felt fully supported and in the hands of someone we trust.
Stephen & Mairead Carty
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