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All articles in the ' News ' Category

Investwise Announced as Irish Pensions Awards Finalist

Investwise announced as Irish Pensions Awards Finalist. We are delighted to have been shortlisted again for the Independent Retail Pension Broker of the year two years in a row. This award is a recognition of our hard work over the past few years developing a bespoke and comprehensive service which is client focused and transparent. […]

Markets Slip, Keeping an Eye Out For Value

Markets Slip, Keeping an eye out for value – For those watching the markets in the past couple of weeks, you will have noticed a change in tone. This ‘correction’ is being caused by a number of factors   1) North Korean Threats 2) Continued poor economic data out of Europe, China and US 3) […]

Posted in News on 30th June 2015

Irish Broker’s Association names Investwise in final 4 shortlist for Life, Pension and Investments awards

Investwise are honoured to have been shortlisted by the Irish Brokers Association for their annual Life, Pension and Investment awards. We have been shortlisted for two awards, ‘Best Overall Broker’ and ‘Best Life and Pensions Broker’. Making the shortlist for these prestigious awards is welcome recognition from our peers in the industry. We feel we […]

Posted in News on 26th February 2014

Irish Investors regularly paying too much for their Pensions and Savings.

Irish Investors regularly paying too much for their Pensions and Savings. I’m getting so frustrated with the high charges being applied, under the radar, to pension and lump sum investors out there. I am losing count of the number of clients that have come to me recently for financial planning services, who were being charged […]

Lifting the Lid on Financial Advice – David Quinn for TheJournal.ie

Lifting the Lid on Financial Advice,  I wrote this article for thejournal.ie, which is online today, in an attempt to offer an insight into financial advice charging and commissions. Hopefully it will help in the process of making financial products and financial advice more transparent. Article Link

Posted in News on 22nd May 2013

Secret Society of REAL Financial Advisors

We had the pleasure of meeting Carl Richards on Monday at one of our Society of Financial Planners events. Carl has a great 11 point checklist for defining a real financial advisor. They fit very well with my philosophy when working with clients. They are also a great tool to help you ask the right questions when […]

Posted in News on 24th April 2013