WealthPlan
Dublin Road, Drogheda A92 H4XH
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
9:00 AM - 1:00 PM
Sunday:
Closed
Photos
Location & Phone number
Dublin Road, Drogheda A92 H4XH, Ireland
About the Business
Welcome to WealthPlan, a trusted financial institution located at the Bryanstown Centre on Dublin Road in Drogheda, Co. Louth, Ireland. Our mission is to help individuals and businesses achieve their financial goals and build a sustainable future.
At WealthPlan, we believe that financial planning is crucial for everyone, no matter the stage of life they are in. From young professionals starting their careers to retirees looking to preserve their wealth, our team of experienced financial advisors will work with you to create a customized plan that fits your unique needs and goals.
Our comprehensive range of services includes retirement planning, investment advice, estate planning, insurance, and education funding. Our advisors are well-versed in the latest industry trends and use state-of-the-art technology to deliver insightful and personalized financial solutions to our clients.
We are committed to providing transparent and ethical financial advice that puts our clients' interests first. We strive to build long-term relationships with our clients by delivering high-quality, professional service that adapts to their changing needs over time.
Visit our modern and welcoming office on the third floor of the Bryanstown Centre to get started on your financial journey today. Our team of dedicated professionals is ready to help you achieve financial success and peace of mind. Call us now or visit our website for more information.
Reviews
"I have been a client of Bryan's for more than 4 years. He was recommended to me by my brother. And I have recommended him to my sister and sister in law. All say they are very happy with the service he provides. He has been an invaluable help to me over the last few years. Through organizing my investments and looking after my pension and AVCs. He is very trustworthy and knowledgeable on all things finance and is very good at explaining everything. He is also quick to reply to any queries. I would have no hesitation in recommending Bryan and Wealthplan"
"I have dealt with this Company for over 2 years and I am very happy, any issues or questions I needed information on were promptly dealt with, I would have no hesitation in recommending Bryan. I am very happy with his advice."
"Bryan has been very helpful from the start of setting up my pension plan. He has been very honest with explaining the details in an easy and straight forward way to understand. Whenever I need to contact him with a question, he will always return my call and give of his time. I would 100% recommend the WealthPlan service to anyone thinking of starting or releasing a pension for the future. I have recommended WealthPlan to all of my friends who are looking for expert advice and a quality service for sound financial planning"
"Drogheda and the locality are well served by a financial advisor of Bryan's calibre. I am happy to recommend Bryan, who is the consummate professional - trustworthy knowledgeable, and responsive. No situation has been too big or small for Bryan to come up with a solution that worked for me."
"I have dealt with Bryan on my pension plan for a number of years now. It has always been very easy to discuss my plans with him. He is sensitive to my needs and is aware of the risks I am prepared to take and tailors my needs accordingly. He is extremely professional and knowledgeable and very generous with his time and advice. He regularly recreates financial projections and has created a financial roadmap for me which gives me a level of reassurance on my future financial state."
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