Our Story

At Bluewater Financial Planning, our goal is to work with you over your working lifetime and into retirement. We will help you along the way as your life changes and your plans and ambitions change too. We will show you what changes have to be made to stay on track.

We will worry about the technical side of things and explain everything in plain English, trying to avoid jargon where we can. We will be honest and transparent at all times.

Steven Barrett BBLS MIIPM QFA SIA FLIA CFP®

Before setting up Bluewater Financial Planning in 2013, I worked as a financial advisor for 13 years, working for PwC, EY as well as two other smaller firms.

Throughout my career, I have continued to learn and improve in how I work with my clients. 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. I am a regular contributor to the Irish media on personal finance matters.

In my spare time, I like to keep fit, read and spend time with my wife and two kids. On the weekends I can be spotted walking my dog in the woods around Kilternan and the Scalp. I am a big Liverpool and Leinster supporter. I am involved in U16 coaching at De La Salle Palmerston Rugby Club and was the Mini Youth Secretary for four seasons.

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