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The ‘Veritas’ story

Our name, Veritas, meaning ‘truth’ in Latin, captures what drives us in a world where facts are unfortunately not always the norm. We strive to earn the trust of the people whose wealth we manage by honouring their expectations, set by our high standards.

How it all began…

From the very start in August 2004, Veritas has been an independent, fee-based financial planning practice that follows the philosophy of ‘lifestyle’ financial planning. This is deeply embedded in our culture. Unlike many other financial planners, our service is not commission-based. This means that we had to weather some tough years while we built the strong client base we have today.

We have grown to a sizeable team that includes four CERTIFIED FINANCIAL PLANNER® (CFP) professionals and a further four members of the team studying towards the designation. We are proud of what we’ve achieved and the important role we now play in every client’s life.

Our mission

Financial planning is not a once-off event; it’s an ongoing story that unfolds as your life unfolds.
Through the offer of ‘lifestyle’ financial planning, we empower clients to give their money meaning. With our help, people are able to gain financial control and an understanding of how to achieve their goals.

Lifestyle financial planning is a dynamic process; we are always refining the plan to meet new circumstances as life transitions inevitably happen. And while we do this, we build genuine and lasting relationships with our clients. 

We pride ourselves on being at the forefront of international financial planning best practice. We’re able to provide the most appropriate advice because we constantly monitor the financial and regulatory environments to keep pace with the latest developments.

Veritas Wealth

Awards and Accreditations

FPI-approved Professional Practice 2022

We are an FPI-approved professional practice. This accreditation, provided by the Financial Planning Institute of Southern Africa, validates that we adhere to the highest levels of standards and ethics and that we place the needs and objectives of our clients at the heart of our business.

Financial Planner of the Year 2013

Barry O’Mahony, the founder of Veritas Wealth Management, was honoured as the Financial Planner of the Year at the 2013 Financial Planning Institute (FPI) conference. To receive the CFP accreditation, financial planners have to complete the Postgraduate Diploma in Financial Planning, join the FPI and subscribe to their code of ethics.

CFP Professional UK Accreditation

Clare Cousins is UK accredited and can offer advice to clients who have emigrated to the UK or to children of clients based in the UK.

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