Barry Whelan
Associate Director at Covermore Financial Ltd
Based in Dublin, Ireland
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Seniority
Director
Department
General Business & Management
Location
Dublin
Industry
Financial Services
Company size
15
Contact information
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b•••••••@covermore.ie
Phone
5 credits+353 ••• •••• ••••
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Background
About Barry Whelan
I help my clients with financial planning. I review their current situation, highlight areas that need attention and show a plan that can be implemented, to put them in a better place. Successful financial planning for me means allocating more of your money to spend more often on the things you want to spend your money on. There is a perception that financial planning is locking away your money now for something bigger down the line. Saving money is setting it aside for when you want to spend it next and getting better with your budgeting. I advise in mortgages, retirement planning, family protection and income protection. I speak jargon free, have actual conversations and take the stigmas away from your financial plans and goals.
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