Financial Planning

Investwise is primarily a Financial Planning firm, specialising in the optimisation of all aspects of our clients personal finances. This work is completed on a fee basis so there are no sales or commission pressures and the advice is tailored to each individual client.

We promise to give advice and recommendations with the sole focus of improving your financial well-being through detailed and independent research

Managing Director, David Quinn CFP®, is one of the first CERTIFIED FINANCIAL PLANNERS in Ireland and is leading the way in developing higher standards, ethics and service offered by financial advisors in Ireland.

The CERTIFIED FINANCIAL PLANNER designation is the highest international financial planning standard. Candidates must complete a post graduate diploma, through the School of Professional Financial Finance, before sitting the international exam and approval by the Financial Planning Standards Board. This boards sets out comprehensive set of ethical, professional and educational standards that must be adhered to.

For futher information on our service and fees please fill in the form below and we will contact you for a date and time that would suit you.

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