You have questions about your finances… Are you losing income to taxes unnecessarily? How do you sort out your complicated finances? How do you plan for the future? How can you achieve the lifestyle you desire after retirement?
At Bellwether Financial, we understand that finances can be a source of great stress on families. That’s exactly what brought our principal Barry Mooney to establish the company, having personally experienced, whilst growing up, the stress and worry that financial disorganisation can bring to a family.
Coming from a relatively modest background, Barry’s values are built on humility, hard work and a drive to deliver the very best service to clients. Previously working as a traditional financial advisor, Barry realised that this piecemeal approach was not achieving the best results. His aim with Bellwether was to create a unique lifestyle financial planning service that could deliver tangible benefits.
At Bellwether we empower you to take control of your finances and organise them intelligently to create the life you’re looking for. Respect, honesty and integrity are central to our approach, which allows us to form long term, successful relationships with our clients.
Our clients will attest to our reputation for excellence. They tell us that they are constantly impressed by our empathy and understanding of their individual circumstances. They value our diligence and professional approach in getting to grips with their challenges and moving them forward.
Barry Mooney – Principal
Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA), Certified Financial Planner ™ Professional (CFP)
With nearly 25 years experience Barry has acted as a trusted advisor to a wide variety of personal and corporate clients. Prior to establishing Bellwether, Barry held a number of senior roles in companies such as New Ireland, Bank of Ireland, Invesco and Grant Thornton. It’s fair to say that Barry has seen the many aspects of the personal finance sector, both good and bad, throughout his career, and he brings a wealth of knowledge, experience and best practice to his clients.
Barry has a young family of his own and outside of work he is a keen sports fan with a particular love of rugby and gaelic games. In his spare time he coaches Terenure U12’s minis.
Media Coverage and Awards
Barry has presented on several occasions to Chartered Accountants Ireland (CAI) and Omnipro (National accountant support). Bellwether have also been recipients of a number of industry awards including the Irish Broker Association’s “LPI Best New Broker 2016” and were shortlisted for the “LPI Best Financial Planning Firm” in 2015, 2017 and 2018.
Bellwether prides itself on providing clients with market leading financial planning advice. Therefore, continuous professional development is a must. Indeed, Barry was awarded the President’s Prize for attaining the highest academic results in Ireland for the Masters Level Post Graduate Diploma in Financial Planning (UCD & Institute of Bankers) and has been awarded the internationally recognised CFP® accreditation (Certified Financial Planner).
Barry also received the Educational Achievement Award (2017) from Brokers Ireland and is a frequent contributor to the national media and has featured in publications such as the Irish Times and Sunday Times.
I would have no hesitation in recommending Barry and Bellwether for your financial planning requirements