TRUSTED ADVICE

We take care of your pension or investments like it’s our own. Independent, attentive and focused on real performance. Trust is everything when receiving financial advice. People want to know who they are talking to and to be able to call them directly at any time

I’m Bryan Harvey, and I founded WealthPlan to offer the kind of clear, attentive pension and investment advice I wish more people had access to. I work closely with a small number of clients to make sure they are not only protected but optimised for growth. Please feel free to click on the About heading at top of the page to put a face to the name and learn more about what I do and how I can help you.

    
 
 
         
   John Mc keown 
 
 
 
 Trustindex verifies that the original source of the review is Google. My experience with WealthPlan has been fantastic. It is a great relationship and I feel confident that my best interests are being looked after.
  
 
        
   Dara Fay 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
        
   Trish McElvaney 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
        
   brian Kirwan26 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
        
   Tom O'Brien 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
        
   Tony Mckeown 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
        
   Andy Coz 
 
 
 
 Trustindex verifies that the original source of the review is Google. WealthPlan  - Early Retirement Brian completed a comprehensive financial review on my behalf and provided the best options for my retirement. I am pleased to say I took early retirement last year and would not have been able to make this decision without Brian's excellent knowledge and guidance. I would highly recommend WealthPlan.
  
 
        
   Colm O'Neill 
 
 
 
 Trustindex verifies that the original source of the review is Google. Absolutely no qualms about giving Bryan @ WealthPlan 5 stars for his great help with my finances. Without his help I wouldn't have a clue what to do about Tax claims, etc. Do yourself a favour and get hooked up with WealthPlan.
  
 
        
   Damian M 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian from Wealthplan helped me to sort out my retirement plan recently. He was thorough, efficient and explained all options to me in plain language . I have no hesitation in recommending his services.

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With the right financial advisor, putting a financial plan in place can be an exciting first step to financial freedom, achieving your dreams and providing for your family.

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