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.
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
Call us now at 021 2355 553 | Email: info@investwise.ie
Liam O’Riordan, Head of Investwise Financial Planning in Cork, “Investwise Financial Planning offers something very different to traditional financial planning firms or brokerages.
We sit on the client’s side of the table, working with them to develop a real understanding of their individual needs and from that personal relationship, building a customised plan that works for them. To put it bluntly, as we are paid by our clients in a clear, transparent manner, it is in our interests to work for them.
The close relationships we’ve developed with so many of our clients over the years, also advising their friends, siblings and adult children, is testament to how we operate.”
Contact Investwise Financial Advisors Cork at (021) 235 5553
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