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CALLERY WEALTH MANAGEMENT LIMITED

#715221 Private limited by shares

Company Details

Company Number 715221
Company Type Private limited by shares
Type Code 1119
Status Normal

Important Dates

Registration Date 10 March 2022
Last Annual Return 18 March 2026
Last Accounts Filed 31 December 2025

Industry Classification (NACE)

NACE Code: 64.99

Registered Address

Address not available

Contact Details

Phone Number 01 209 19 59
Email Address [email protected]

Company Website

Company Description

Callery Wealth Management Ltd. is a Dublin‑based financial advisory firm dedicated to guiding clients through every phase of their monetary journey. As a Certified Financial Planner™ practice, they employ the Financial Planning Standards Board’s rigorous six‑step process to deliver structured, thorough advice that adapts as personal circumstances evolve.

Their core offering centres on Life Stage Financial Planning, with specialist services for families and foundations, career‑focused professionals, and those preparing for retirement or a second‑life phase after work. By exploring each client’s unique requirements, Callery helps translate complex options into clear, actionable strategies, empowering individuals and organisations to secure their long‑term financial wellbeing.

With a blend of professional expertise and a personable approach, Callery Wealth Management strives to make financial planning both accessible and effective, ensuring clients can take confident control of their future.