Regulated by the Central Bank of Ireland | 20 Years Experience
Investwise has been advising clients in Ireland for 20 years, with offices in Dublin and Cork.
We are one of the few small independent financial planning firms around. Being fee-based planners means we’re able to be completely unbiased with your financial strategy and are never motivated to push products that don’t make sense.
We’ve worked with small and large business owners, professionals and families through:
•
business growth
•
retirement decisions
•
investing
•
exits and those big financial decisions
Before joining Investwise, our team members have worked with firms like JP Morgan, Deloitte, AXA and State Street.
Not because the names matter. But because experience does.
Our ethos is to help our clients make peace with money - and live their best lives. We value personal relationships and work with our clients long term. It’s extremely rewarding to be part of their journey and watch them succeed.
The best advice I ever got came from a client in his 60s who’d already done well:
Investwise is led by David Quinn, one of the first Certified Financial Planner professionals in Ireland and a founding member of the Society of Financial Planners Ireland.
He is supported by a team of experienced financial planners and client advisors across Dublin and Cork.
Enda McGuinness -
Investment Director
6-7 Fitzwilliam Square East,
Dublin D02 Y447
+353 (0)1 912 0830
Liam O’Riordan -
Senior Financial Planner
Suite 301, 1 Horgans Quay,
Cork T23 PPT8
+353 (0)21 2355 553
Answer one quick question so we can understand what you want to get sorted before we speak.
Our service is specifically designed for business owners and directors managing complex personal finances alongside a growing company.
If your situation changes, or if you'd like to talk it through, we're always happy to have an honest conversation.
Based on your answers, there's a lot here we can help with.
Pop your details below, choose a meeting time, and we’ll send everything through to the team.