+353 (0)1 4433 239 56 Sir John Rogersons Quay Dublin 2, Ireland

Invest In Your Future…
Personalised Financial Advice
& Planning Services

  • Knowledgeable and Experienced
  • Honest and Transparent
  • Dedicated and Driven
  • Strategic and Forward Thinking

Financial Advisor, Putting You First

Investwise, established in 1988, is a modern, forward-thinking financial advisor based in the heart of Dublin’s newly regenerated Docklands.

We offer our clients independent fee-based financial planning, pension and investment advice. Being ‘fee-based’ sets us apart from most financial advisor’s. We are passionate about representing our clients best interests at all times and make the following guarantees.

Promises to our clients:

  • As Dublin’s leading financial planning firm, We will always strive to maintain the highest standards of education, knowledge and expertise and constantly develop and improve our service to clients.
  • We will always put our clients’ interest ahead of our own.
  • We will guarantee complete transparency on fees and remuneration. We will never take any commissions without prior agreement with our clients and break down all costs and charges associated with financial products.

Investwise The LPI Awards – Shortlisted 2016

LPI Awards Shortlisted 2016
Thrilled to have made the shortlist again for ‘Financial Planning Firm of the Year’ at the Irish Broker Association Awards for 2016. We have made it to the top 5 firms nationally and sit alongside some really great advice businesses in this extremely competitive category.