+353 (0)1 4433 239 4 Ormond Quay Upper Dublin DO7 PF53, 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 planning firm based in Dublin City Centre.

We offer our clients 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:

  • 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 Irish Pensions Awards 2017


We’re delighted to have made the shortlist for the “Independent Pension Broker of the Year” award at the Irish Pensions Awards 2017.

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Collection & Use of Personal Information

By submitting your data, you are providing us with some level of personal information. This information is not stored on our website database. However, in order to respond to your enquiry, your data is emailed to our website email address where it is saved. Additionally, we may use your contact details to send you marketing material in the future. You may unsubscribe from any emails you receive following our first reply. We do not pass your data on to any third parties.

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