Financial services in Carrick on Shannon
Wealthwise is an Independently owned Financial Advisory firm based in Carrick on Shannon. It specialises in providing impartial advice in the areas of Investment, Pre & Post Retirement planning, Business & Personal protection as well as Estate planning.
They are the only CFP® Qualified Independent Financial advisor operating in counties Leitrim, Roscommon and Longford.
Clients consist of Business Owners, Directors, Self Employed, Private Investors Charities and Credit Unions. The goal of the business is to help clients build, grow and protect their wealth by providing high quality client focused advice. They offer a more personalised bespoke service than larger institutions and also strongly believe in the importance of building strong, lasting client relationships.