Fee-based financial planning is the future as clients shun opaque commissions
Investwise Financial Advisors Cork has just 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, our advice is impartial and in the best interests of our valued clients.
Financial Advisors Cork, offering the following services:
Full Financial Planning Service – We help you to work out how much is ‘enough’. This is the service we are most proud of, and includes a comprehensive 12 month package. We work with you to establish long-term goals around career, lifestyle, family, business planning and retirement. Once we have a plan in place, we then help you put it into action, setting up any financial products you might need, on a nil-commission basis.
Retirement Advice – We can assess your existing retirement plans, and advise on the best course of action for the future. No retirement plan should be completed without a review of business strategy, tax planning and your future goals. There is significant value to be had in the Irish Pensions landscape if you know where to look. We are not tied to any one provider, so we can research the wider market to find the most appropriate and efficient structures.
Investment Advice – This can be a minefield, particularly within the Irish Tax System. We assess your needs, and then call on over 25 years of experience in the Investment industry to make appropriate recommendations. We have 4 key cornerstones for all investment advice
- Keep costs down
- Tax Efficient Portfolios
- Global Diversification – We are not tied to an Irish Providers so we are free to recommend global investment managers. As we also don’t accept initial commissions, we are free to recommend companies such as Vanguard, Dimensional and Blackrock.
- Strong Investment plan with clear, pre-agreed goals and strategy
Call us now at 021 2355 553 | Email: email@example.com