Suite 17, The Cubes Offices, Beacon South Quarter Sandyford, Dublin 18, Ireland E: [email protected] T: +353 1 485 3305

Testimonials


Steven Barrett has steered my wealth through the most difficult financial upheaval brought on by the credit crisis and banking collapse. I have come out the other side of the crisis wealthier than when I went in. This was good considered work by Steven.

Keith Rankin , Director , Rankin Associates

I cannot recommend talking to Bluewater FP highly enough about planning for your life goals. The process involves a thorough examination of your finances which allows Steven discuss the art of the possible for the future. Steven displayed a deep knowledge of the field and with no hard sell on the agenda was able to objectively point out areas to prioritise and focus on based on my own stated objectives.

Feidhlim O’Hanlon , Vice President , Cerberus European Servicing

Steven has advised me on my finances since 2008. He has always shown himself to be very honest and always puts my needs first. Steven is one of my trusted advisers and I always look for his opinion before making a financial decision.

Kieran Connaughton , Director , L. Connaughton & Sons, Texpor and Trinity

Have worked with Steven for many years and am very happy to recommend him. Is gentle and thoughtful in his approach – but is driven in pursuit of the best options for his customers. Highly experienced and knows his sector well. Innovative and good to work with.

Tony Carey , Business Development and Financial Advisory , Cooney Carey

I have used the services of Bluewater Financial Planning on a number of occasions and I have found them to be trustworthy and knowledgeable in all financial matters including investments, savings and insurance. I would have no hesitation in highly recommending Steven to friends, family and colleagues.

Ciaran Jay , Global Director of IT

Bluewater’s service is excellent, I am very satisfied that I received the best advice. Steven takes the stress out of financial planning and assurance shopping by providing independent, honest, competitive quotes in a clear and concise manner. Steven is professional, friendly, efficient, pays attention to detail and is always there to answer my questions. I have full confidence in Bluewater and have recommended them on numerous occasions to clients, family and friends who are looking for independent financial advice and exceptional customer service.

Susan Farrell , Financial Accountant , Farrell & Company

Bluewater Financial Planning has been instrumental in helping my father navigate the complicated world of pension maturation and financial planning. After our initial introductory meeting where we talked about broader financial goals we had an in-depth review of our family finances, what the options were for pension maturation and which ones would be the right fit for my father. Steven also did a risk assessment of potential future needs and how we could plan for those eventualities. Steven brings a wealth of knowledge as well as a personal touch so often missing from the larger institutions which made the difference for us in deciding who to deal with. I would wholeheartedly recommend him and Bluewater Financial Planning. Many thanks Steven.

Alan MacKenna , Software Developer

We found Stephen through our research online. There’s so much info out there as regards mortgages, pensions, life assurance etc, it can be mind boggling, so we really wanted someone to consolidate it all in a coherent and straightforward manner but without feeling pressured into anything either. We are delighted with where our finances are to date and would recommend Stephen to anyone seeking financial planning. He’s a pleasure to deal with, generous with his time and above all will provide you with a tailor made solution that best meets your needs. The process was quick and seamless and we’re delighted with the options we have chosen today.

Aonghus & Siobhan Davoren , Interface Designer & Recruitment

Bluewater FP provides a great service. Steven makes the sometimes daunting task of financial planning accessible and straightforward. His affable manner combined with knowledge and experience put me at ease straight away. I sought investment advice and he was able to take on board my needs and personal circumstances, provide a number of options and recommendations in as much detail as I required. I came away with a decent understanding of how to be efficient with investing in terms of fees and which options best suited me. I never felt pressured or pushed in any particular direction. The whole experience was relaxed yet thorough, friendly yet professional. I would not hesitate in recommending Steven to my friends or family for similar services / advice.

Paul Lally , Pricing Consultant

Steven’s expertise and vast knowledge of the insurance market, has put my mind at ease, knowing that my family is protected and covered. He guided me through the huge array of confusing products in the market and recommended the best options to suit my needs. His communication was always excellent and his advice is independent and honest. I know I have full confidence in Bluewater FP to provide me with continued financial support and advice in to the future.

Ronan Cummins , Senior Developer

I have used the services of Bluewater Financial Planning both for business and personal use. I engaged Bluewater to perform a review of the company’s pension and risk benefit policies as I was not happy with the level of information and transparency from the incumbent suppliers. Bluewater’s review was both comprehensive and presented in non-technical language. Bluewater had identified that a portion of the risk benefit costs were being funded from employer pension contributions, which was contrary to the employment contracts of the company’s employees. I addition the company was paying to protect 100% of income protection risks where a risk of only 50% existed. Following the review, the board of the company accepted Bluewater’s recommendations that the pension funds be moved to an alternative supplier and that the risk benefits be aligned to match the actual risks and be funded separately from the pension contributions.

I also engaged Bluewater to perform a lifestyle review of both myself and my spouse. This identified that we were both providing adequately for our future income requirements, which was a welcome relief to both of us. Steven Barrett, the owner of Bluewater, communicates in plain English, is very approachable and responds quickly to any queries. I have personally recommended him to several contacts and will continue to do so.

John O’Keefe , Non-Executive Director & Chartered Accountant

My Company has the pleasure of working with Bluewater Financial Planning towards reaching our financial goals. Always helpful, knowledgeable and patient.

Arik & Natalie Warshager , IT Consutlants