Leitrim firm teams up with Dublin financial services company in €360 million deal
'Carrick-on-Shannon and the wider Leitrim region deserve access to world-class financial planning, and that is exactly what this partnership will deliver' - CEO
Wealthwise, an award winning financial adviser business with offices located in Carrick-on-Shannon, has teamed up with financial services firm Fairstone.
The partnership adds a further €360 million in assets under management (AUM) to the group, bringing Fairstone Ireland's total AUM to over €3.5 billion.
Wealthwise Financial Planning specialises in financial planning and wealth management, serving a variety of clients such as business owners, executives, directors, self-employed professionals, private investors, families, charities, and organisations.
Paul Merriman, CEO of Fairstone Ireland, commented: "Reaching 16 partnerships is a landmark moment for Fairstone Ireland, and doing so with a firm of Wealthwise Financial Planning’s calibre makes it all the more significant. Carrick-on-Shannon and the wider Leitrim region deserve access to world-class financial planning, and that is exactly what this partnership will deliver.
He continued: "I want to warmly welcome Barry, Brian and the Wealthwise team to the Fairstone family. Our ambition has never wavered to build Ireland's most trusted financial planning firm, one outstanding partnership at a time. Today's announcement is further proof that we are doing exactly that."
He added: "The quality of firms choosing to align with Fairstone speaks for itself. We are not simply growing - we are growing with the right people, in the right regions, for the right reasons."
Barry Kerr, Managing Director of Wealthwise Financial Planning, said: "Joining Fairstone gives us the best of both worlds the ability to protect the culture and relationships we have worked so hard to build, while gaining access to the infrastructure, expertise, and national standing of a truly progressive firm. Our clients will benefit enormously from this partnership, and our team now has a platform to grow and develop in ways that simply weren't possible before."
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