Leitrim firm teams up with Dublin financial services company in €360 million deal

A partnership between a local financial‑advisory firm and a Dublin‑based financial services company has been announced, with the two sides agreeing to a €360 million deal that will bring world‑class financial planning to Carrick‑on‑Shannon and the wider Leitrim region. The agreement was unveiled by the chief executive of Wealthwise, an award‑winning advisory business that has its main office in Carrick‑on‑Shannon.

“Wealthwise has always believed that the people of Carrick‑on‑Shannon and the surrounding areas deserve access to the same level of financial expertise that is available in the capital,” said the CEO. “This partnership will deliver that, and more, to our community.” The statement was made in a press release issued by the firm, which highlighted the scale of the investment and the strategic nature of the collaboration.

Wealthwise has built a reputation for providing tailored financial advice to individuals and small businesses across the county. The firm’s local presence has made it a familiar name in the town, and its award‑winning status has been recognised by several industry bodies. The new partnership will see the company combine its local knowledge with the broader resources and expertise of its Dublin partner, a financial services provider that has a national footprint.

The €360 million figure reflects the combined value of the investment and the projected growth in services that the partnership is expected to deliver. While the exact terms of the deal have not been disclosed in full, the press release confirmed that the investment will be used to expand Wealthwise’s product range, increase staff numbers, and upgrade technology platforms that will enable clients to access a wider array of financial products.

The announcement comes at a time when Leitrim is experiencing a wave of new initiatives aimed at boosting the local economy. Earlier this year, the town’s own LegalMoov won a national award for its innovative approach to legal services, and a new car park has been opened at the popular hiking trailhead on the western edge of the county, providing easier access for visitors and residents alike. In addition, plans for a large wind farm on the county’s western plain have been approved, signalling a continued interest in renewable energy projects that could bring further employment opportunities to the area.

These developments suggest that Carrick‑on‑Shannon and Leitrim are increasingly positioned to attract investment and support a growing business community. The partnership between Wealthwise and its Dublin counterpart is seen by many as a positive step in that direction, offering residents and local entrepreneurs a more comprehensive suite of financial services without the need to travel to Dublin or other larger markets.

The collaboration is also expected to strengthen the town’s position as a hub for small‑business activity. Wealthwise’s existing client base includes a number of local enterprises that rely on the firm for retirement planning, investment advice and risk management. With the additional backing of a national partner, the firm will be able to offer a broader range of products, including more sophisticated investment vehicles and insurance solutions that were previously out of reach for many local clients.

In addition to the financial benefits, the partnership is likely to have a positive impact on the local job market. Wealthwise has already announced plans to recruit additional staff to meet the expected increase in demand for its services. The new partnership will also create opportunities for cross‑training and professional development, allowing local advisers to gain exposure to national best practices and emerging trends in the financial sector.

The deal has been welcomed by local officials, who see it as a sign that Carrick‑on‑Shannon is becoming an increasingly attractive place for business and investment. “We are delighted to see a local firm such as Wealthwise forging a partnership that will bring significant benefits to our community,” said the town’s mayor. “It is a testament to the growing confidence that investors have in Leitrim as a place to do business.”

While the partnership is still in its early stages, the announcement has already sparked interest among residents and business owners who are eager to take advantage of the expanded range of financial services. Wealthwise has indicated that it will roll out the new services over the coming months, with a focus on ensuring a smooth transition for existing clients and a clear communication plan for new customers.

The partnership is part of a broader trend of investment in Leitrim, which has seen a number of high‑profile projects in recent months. From the award‑winning LegalMoov to the new hiking car park and the approved wind farm on the western plain, the county is increasingly attracting attention from both public and private sectors. The €360 million deal between Wealthwise and its Dublin partner adds to this momentum, signalling that the region is becoming a more attractive destination for business and professional services.

For more details, see the Leitrim Observer article.

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