Helping you maximise your pensions, investments and long term wealth through tailored financial advice with a personal touch.
TRUSTED ADVICE
We take care of your pension or investments like it’s our own. Independent, attentive and focused on real performance.
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6 customer reviews
John Mc keown
My experience with WealthPlan has been fantastic. It is a great relationship and I feel confident that my best interests are being looked after.
Reviewed on Google Maps
Trish McElvaney
I chose Bryan as my financial advisor last year and i am very pleased with the plain speaking advice he has provided to me todate.
Reviewed on Google Maps
Dara Fay
We approached Bryan and Wealthplan on recommendation of a colleague who Bryan had helped sort out their pension for retirement. He quickly was able to assess our requirements and make recommendations on a best path forward based on our financial situation. Once we were happy with the proposed plan, he and his team implemented it in a very a short time frame. He is excellent to deal with and we now feel we have much better control over our financial future. Highly recommended. More...
Reviewed on Google Maps
brian Kirwan26
Bryan came highly recommended to me, and I can confirm that his wealth of knowledge, expertise, and services are second to none. I couldn't recommend Bryan and WealthPlan highly enough. Bryan took the hassle away from moving a work pension and offered clear, concise and trustworthy advice based on what was applicable to myself. He is very professional and I would definitely recommend him to anyone seeking professional financial planning advice. More...
Reviewed on Google Maps
Tony Mckeown
We went to Bryan in WealthPlan to prepare our retirement plans and ensure we made the best of our financial situation. We found Bryan to be very helpful in guiding us through our options while maximising our financial situation through sound advice and planning. He is a very good communicator and has a great ability to address the financial topics in a readily understood format. He was able to address our concerns and took a lot of worry out of our decision making process and we can't thank him enough for his valuable input. I would have no hesitation in recommending Bryan at WealthPlan for any Financial Services you might require. More...
Reviewed on Google Maps
Tom O'Brien
Bryan came highly recommended to me and I have to say I am more than delighted with his delivery to date. He has helped me through major financial decisions regarding pension, PRSA, AVC, etc. and his knowledge and experience has lifted a significant burden of concern about doing the right thing for the future. Finally I have to say in a world where we very often must deal with faceless organisations where a relationship is never really established, it is a pleasure to deal with Bryan. He is super responsive, always goes above and beyond in his support and you are never left waiting and/or wondering what is happening. I would have no issue whatsoever in highly recommending Bryan. More...
Reviewed on Google Maps
What do you love most about your job?
The fact that i am able to help people in financial situations and set them up on the right path going forward so they can make informed decisions.
What inspired you to start your own business?
It was always a dream of mine to work for myself so i set out on achieving that goal in 2016.
Why should our clients choose you?
Because I have built my businesss based on best advice and trust. Everyone gets the same treatment here no matter what level of wealth they have.
Can you provide your services online or remotely? If so, please add details.
Yes can provide in person meetings at my office or clients preference. This also includes remotely via Zoom or Microsoft Teams.
What changes have you made to keep your customers safe from Covid-19?
The biggest change since Covid 19 has been the move to remote online meetings mentioned above. It's basically whatever the client prefers and is comfortable with
Pensions and Retirement Planning
Savings and Investments
Redundancy Advice and Tax Guidance
Financial Planning
