Steven Barrett BBLS MIIPM QFA SIA FLIA CFP® Managing Director
Everyday, I go to work to do a job that I love.
Being a Financial Planner is more than just a job to me. I get to work with people, helping them to achieve what is really important to them. This passion for my work will show through when we work with you.
At Bluewater Financial Planning, our focus is on you and to help find solutions to your problems. As a father with 2 young kids, I know the demands you have on your money and that you can’t have everything at once. Whether it is financial planning, pension, investment or protection advice, our goal is the same; to give you independent financial advice and ensure that you have a clear picture of your financial future. We help you make smart decisions about your money so you can achieve and maintain your desired lifestyle.
Before setting up Bluewater Financial Planning, I worked as a Financial Adviser for 13 years, working with PricewaterhouseCoopers, Ernst & Young as well as two smaller firms.
I believe that you should always be improving yourself and keep up to date on the changing world that we work in. After obtaining an honours degree in Business & Legal Studies from UCD, I continued my studies; becoming a Member of the Irish Institute of Pension Managers and a Qualified Financial Adviser and a Specialist Investment Adviser. I also have a Graduate Diploma in Financial Planning, getting 1st class honours and am a Certified Financial Planner.
In my spare time, I love doing interval training to keep fit, read and spend time with my wife and two kids. I am a big Liverpool and Leinster supporter. I also coach the De La Salle Palmerston U-9’s rugby team.