Day to Day Financial Management

You’re busy. And your finances are complicated. It can be difficult to get a handle on exactly how and where your money is being spent. If you’re not managing your expenditure, you can’t be sure you’ll be able to afford the things you want in life.

One of the biggest challenges in financial planning is ensuring that you spend less than you have coming in on an ongoing basis. This requires you to take an active role in your finances. Easier said than done!

One of the key tools employed in the Bellwether 360° service is cash flow analysis. This provides a very detailed overview, both visual and numeric, of your income and expenditure. The results of this can be very revealing as they highlight the areas where your day to day finances can be managed more efficiently and in order to achieve your specific goals.

Bellwether Financial Planning can identify where your day to day finances can be managed more efficiently and in order to achieve your life goals.

Client Testimonials

Bellwether have been guiding us expertly on our personal financial planning for many years now. It has been critical in enabling us to plan, save and spend in a structured and sustained way as our lives have changed, our careers have developed and our priorities have evolved. 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.
Stephen & Mairead Carty

Reviewing our pension, protection and savings requirements was something I had been meaning to do for a number of years. With the birth of our first child I felt the time was right and Barry and Bellwether were recommended to me. I was very glad they were.
Brian Barry – Senior Valuer

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