Stephen Barry
Private Client Adviser at Unio Wealth Management
Based in Ireland
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Seniority
Manager
Department
Finance & Accounting
Location
Ireland
Industry
Financial Services
Company size
140
Contact information
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s•••••••@unio.ie
Phone
5 credits+353 ••• •••• ••••
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Background
About Stephen Barry
Unio’s Wealth Management team provides comprehensive financial planning and personal wealth management services. I am a qualified accountant (FCCA) and Certified Financial Planner™ with significant experience as a trusted advisor. Based in Unio’s Cork office, I provide advice on all aspects of Personal Financial Planning including: • Lifestyle Financial Planning and Cash Flow Modelling • Pre & Post Retirement Planning (Pensions) • Savings and Investments • Personal, Family & Business Protection (Life Assurance, Income Protection, Key Man insurance etc.) • Inheritance Tax Planning I joined Unio (formerly Invesco) in 2019, following the acquisition of City Life by Invesco. In my "spare" time I am a father of three active kids, I have a keen interest in several sports and spoil many a good walk following a small white ball around a large field.
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