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Client References

Learn what our clients are saying about us:

 "My wife and I recently sought some financial advice from David Quinn of Investwise.  We were unsure of how to best invest our savings and what to do with a pension which was going nowhere.  David met us at our house and patiently listened to our wants and needs, discussed different options to meet those needs and the associated risk and rewards.  He then recommended a course of action for us which best suited our particular situation.

We found David to be very professional, courteous and thorough throughout.  We are very happy with the exceptional level of service which we received from David and recommend him to anyone needing sound financial advice."

 - Mark and Sheila O'Connell, Raheny

My wife and I recently engaged David Quinn from Investwise to provide us with advice on Pension plan consolidation.  We both found David very professional to deal with.  He provided us with all of the backup data to help decide on an investment strategy for our pension but more importantly he summarised the key points and made recommendations on a suitable investment plan based on age and attitude to risk.  I had pension plans with a number of my previous employers and Dave consolidated these together and took over the management of this portfolio.

- Cormac Farrelly, Howth

I had a number of questions relating to income protection.  David provided an analysis of the different plans and summarised the key benefits of each plan and made a recommendation.  All in all he made the process very painless, was very customer oriented and I would have no hesitation in recommending his services to others.
- Amanda Bishop, Howth

 

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Summary of Irish Budget 2010

Professional Insurance Brokers Association