Managing your finances doesn’t have to be a chore. With the right financial advisor, putting a financial plan in place can be an exciting first step to financial freedom, achieving your dreams and providing for your family.
As a Fee Based Financial Advisor, we decided a long time ago to move to a model where clients pay us directly through a transparent fee structure, rather than product commissions. We were one of the first firms in the country to do this. Our mission is to help you put in place a realistic and efficient financial plan, customised to your own goals and aspirations.
We promise to act in your best interests at all times, and all we ask from you is that you enter our financial planning process with an open mind and ambitious goals!
We are financial advisors that help you put some structure to your finances and organise your life in order to achieve those short, medium, and long-term life dreams. We advise a very diverse range of clients including retirees, self-employed individuals, company directors and senior management on early retirement, selling your business or just putting enough aside to put your kids through college. We don’t push products, we just focus on your life, your dreams and your family security.
The team at Investwise are passionate about taking a holistic approach to your finances, through comprehensive financial planning, lifestyle and career discussions and investment analysis.
Using world class analysis and modelling software, we are in a position to give completely impartial
advice on all aspects of your finances using the in-house expertise of our CFP qualified advisors, and a very strong panel of partner advisors in accounting and tax.
Investwise are a fee-based financial advisor firm, talk to us today by calling +353 (0)1 912 0830
We offer our clients fee-based financial planning, pension and investment advice. Being ‘fee-based’ sets us apart from most financial advisor firms. We are passionate about representing our clients’ best interests at all times and make the following guarantees.
Clients will come away from our initial financial planning process with a clear understanding of their current financial position. We will put a comprehensive plan to help them achieve their life goals and dreams.
Established
Clients
Staff
FUM
Fee-based financial planning is the future as clients shun opaque commissions
Investwise Financial Planning has opened a new office in the impressive Horgan’s Quay development, Cork city centre, headed up by Blarney resident Liam O’Riordan. One of Ireland’s few fee-based, privately-owned financial advice firms, Investwise Financial Planning offers expertise in financial planning, wealth management, pensions and investments for individuals and business owners. By operating a transparent fee structure instead of product commissions advice is impartial and in the best interests of the client.
Liam O’Riordan, Head of Investwise Financial Planning in Cork, “Investwise Financial Planning offers something very different to traditional financial planning firms or brokerages. We sit on the client’s side of the table, working with them to develop a real understanding of their individual needs and from that personal relationship, building a customised plan that works for them. To put it bluntly, as we are paid by our clients in a clear, transparent manner, it is in our interests to work for them. The close relationships we’ve developed with so many of our clients over the years, also advising their friends, siblings and adult children, is testament to how we operate.”
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.
