Archive for 2021

Headlines From Our SME Market Research

Have you developed a succession plan for your business to ensure the smooth continuity of operations after you retire/move on to other projects? Yes – 40% No – 60% Which of the following does this plan include (Select all that apply): A pension plan – 54% Leadership retirement plan – 38% Inheritance plan (Trusts / […]

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Pensions – The Easiest Money You’ll Ever Make!

Published in The Journal on 19th Sept 2021 Like that dental appointment you keep forgetting to make or switching your health insurance, pension plans often get swept under the carpet will all that other mundane ‘stuff’ we really ought to deal with instead of ignoring. As the annual pensions season rolls around (pensions awareness week […]

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The Smart Money Is On Independent Financial Advice

The Smart Money Is On Independent Financial Advice:  Published in The Echo on 10th June 2021 As we ease out of a long, difficult lockdown and businesses begin to re-open, the importance of smart money management comes into focus. Now more than ever, clients are conscious of protecting and growing hard-earned profits and finding smarter […]

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Press Release – Investwise Financial Planning Opens New Cork City Office

Posted in News on 31st May 2021

Investwise Financial Planning opens new office in Horgan’s Quay, Cork city Fee-based financial planning is the future as clients shun opaque commissions.  Cork, X May 2021: Investwise Financial Planning has opened a new office in the impressive Horgan’s Quay development, Cork city centre, headed up by X native Liam O’Riordan. One of Ireland’s few fee-based, […]

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Press Release – Investwise SME Succession Survey

60% of small/medium sized business owners do not have a succession plan Survey findings reveal female SME decision makers less likely to plan for business succession Dublin, 28th / 29th April, 2021: New research commissioned by Investwise Financial Planning, reveals that 60% of small/medium sized enterprises in Ireland do not have a succession plan in […]

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