Established in 1988, Investwise is the trading name of Investwise Financial Planning Limited. With over 25 years of experience in the financial industry, we offer services and advice to ensure that you get the quality financial services you need.
At investwise we pride ourselves in offering advice to our clients and are continually evaluating the best financial products in the marketplace.
BBS MSc CFP® – Managing Director
David joined Investwise as Managing Director in 2006. Prior to working with Investwise, he worked for Deutsche International (Ireland) Ltd on their international equity administration team before transferring to JP Morgan in 2003 to work as a Hedge Fund Account Manager.
David graduated from DCU with a Degree in Business, specialising in Investments and Financial Markets. He is a Qualified Financial Advisor (QFA) and holds a Masters in Financial Services (MSc) from the UCD School of Professional Finance. David is one of the first independent Certified Financial Planner Professionals (CFP®) in Ireland, the premier international qualification for financial advice and planning profession. David is also a founding member of the Society of Financial Planners Ireland.
Investment Director
Enda joined Investwise in 2018 where he advises clients on financial planning and their investment portfolios. He joined Investwise from Deloitte Corporate Finance where he provided advisory services to private equity and institutional clients on asset management. Previously Enda worked in Deloitte as a pension and investment manager where he led a team of financial planners.
He was part of the team in AXA Financial that launched the first guided architecture fund platform to the Irish market. Prior to AXA Enda began his career in investment funds with State Street. Enda holds an MSc in Finance from UCD, he is a Certified Financial Planner Professional (CFP®) and also a Qualified Financial Advisor (QFA). He is a board member of the Society of Financial Planners Ireland.
Senior Financial Planner
Liam joined Investwise in April 2021 and will look after our Cork office. Liam joined from Irish Life Financial Services where he has worked as a financial advisor for over 20 years and was a senior bank official for the former TSB bank before that. In Irish Life he covered contracts including PTSB, EBS and finally AIB before coming over to us. Liam has developed significant experience dealing not only with retail personal customers but also with financial planning advice for the business community in Cork.
Liam holds the Qualified Financial Advisor qualification (QFA) along with a Diploma in Personal Financial Planning and is APA qualified to give advice on general insurance. Liam hopes to start his studies to gaining the prestigious Certified Financial Planning qualification later this year.
Operations Manager
Roisin joined Investwise in 2015. She graduated from UUJ with a BSC Honours in Human Resource Management and Diploma in Professional Practice. Roisin holds the Qualified Financial Advisor (QFA) qualification along with a Professional Certificate in Financial Advice. She is currently completing the Graduate Diploma in Financial Planning, which will lead to the prestigious Certified Financial Planner Professional designation.
Client Services
Jennifer joined Investwise in 2019 as a valuable addition to our growing support team. She started her financial services career in Markel in 2010 dealing with Aviation insurance claims. Jennifer become APA Certified in 2014 – Professional Certificate in Insurance. After Markel she joined City Financial Marketing Groups, as part of their Commercial Insurance Team dealing with Public Liability Insurance/Commercial Insurance.
Client Service Executive
Nicole joined Investwise in 2021 as part of our support team. She holds the Qualified Financial Advisor (QFA) qualification and is currently completing the Retirement Planning Advisor (RPA) qualification. Nicole has worked with both corporate and private clients and has gained valuable experience in client services and supportive roles.
Client Services
Lauren joined Investwise in 2023 as part of our support team. She is in the process of completing her Qualified Financial Advisor studies. Lauren has worked previously in office administration and client-facing roles and will be responsible for assisting our clients with day to day queries and support.
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