Established in 1988, Investwise is the trading name of Fitzpatrick Morris Financial Services Limited. With 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.
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.
Roisin joined Investwise in 2015. She graduated from UUJ with a BSC Honours in Human Resource Management and Diploma in Professional Practice. Roisin is currently working towards her Qualified Financial Advisor exams and so far, has been awarded with the Professional Certificate in Financial Advice.
John is both a qualified accountant and a member of the Irish Taxation Institute. He has significant experience in taxation matters and advises both individual and corporate clients. His areas of expertise include advising on property related transactions, VAT, company reconstructions and succession planning.
John has also written articles on taxation topics in the National press and recently addressed the International tax forum of the INAA group on Irish Taxation issues.
Tom is a Chartered Accountant, a graduate of University College Dublin and currently Managing Partner of FMB Chartered Accountants. Tom is a former President of the Institute of Chartered Accountants Ireland. His areas of specialization include management consultancy, company buyouts, including restructuring, corporate finance and insolvency. A keen yachtsman, he has been involved in sailing administration at national and international level.
Kevin Morris BCOMM, FCA is a Chartered Accountant and a graduate of University College Dublin. He is Audit Compliance partner with FMB Chartered Accountants, with responsibility for training and standards.
David McArdle, ACA, is the Audit Engagement partner with FMB Chartered Accountants. David is a fellow of the Institute of Chartered Accountants in Ireland. He joined FMB in 1988 and rose through the practice to become a partner in 2001. David is an audit engagement partner who looks after the needs of many of the practices new clients in addition to established client base. His main areas of clients are Credit Unions, recruitment, marina management and retail and sales technology sales. David has given a number of talks to ICAI members on IT and business management matters.