Recognised by many as ‘traditional’ financial advice, our CORE ADVICE service covers all aspects of financial planning in an interactive, engaging, challenging, and empowering way. So, while it may be ‘traditional’, it is anything but boring!
Yes, we’re talking about pensions, savings, estate planning and protection, but we strive to make the process comfortable, natural, and even fun; using a series of plans and financial ‘signposts’, to make sure you’ll enjoy both the financial planning journey, and its destination.
Our work takes your unique circumstances into account and will ensure that you will have the crucial building blocks in place. We offer expert and personal service in the following areas
Everyone is different. At Bellwether we look at your unique circumstances and implement strategies best suited to you.
Client Testimonials
A colleague recommended Barry when I wanted to get a sense of my current pension planning and consider some appropriate investment options. I appreciated that he took the time to get an in depth understanding of my wider financial and personal circumstances before advising, specifically, on my pensions and investments……
Denise Donohoe – Chartered Tax Advisers
I have been working with Barry Mooney in Bellwether Financial Planning for several years and am continually impressed by his professionalism and expertise. He has provided invaluable advice on my investments, ensuring my portfolio is aligned with my goals…..
Paul Wallace – Information Technology, Banking
