ABOUT US

WealthPlan works with Company Directors, Professionals and Families primarily throughout Ireland. Our number one goal is to help reduce the stress and worry of managing your finances while minimising your tax liabilities.

We are a truly impartial firm committed to exceptional client service with objective and professional advice. 

We pour over the details, so you don’t have to. Hiring us to coordinate your financial picture frees up your time to spend how you choose—whether that is with family, friends, traveling, or whatever your passion may be.

Bryan Harvey QFA , CFP®

Bryan Harvey is the Founder and Senior Advisor at WealthPlan.

As a Qualified Financial Advisor (QFA) and a Certified Financial Planner CFP® he brings a wealth of knowledge and experience having spent the past 20 years in various roles within the financial services industry.

Bryan created WealthPlan as a way to help Company Directors, Professionals and Families establish and achieve their financial goals.  He is passionate about educating clients how to invest while minimising taxes and maximising returns which provides clients with peace of mind around their money so they can focus on the important things in life. Everyone is treated with the respect and honesty that their valued business deserves. This is evidenced by the number of referrals and repeat business that Bryan gets from his clients.

In his spare time, he can be found spending time with his wife and two children, or swimming, biking, and running around Ireland as well as Coaching the Juniors at Drogheda Swim Club.

Bryan Harvey Wealth Plan

DOWNLOAD OUR FREE RETIREMENT PLANNING GUIDE

get your free retirement planning guide as well as wealth and financial planning tips

Get it Now

Ready to take the next Step?

For information about any of the services we provide, click the button below to schedule a meeting.

Get in touch