+353 (0)1 4433 239 4 Ormond Quay Upper Dublin DO7 PF53, Ireland

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

Investwise shortlisted for LPI 2014 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 are leading the way in developing client focused ‘fee based’ advice for our clients using the latest financial planning, investment research and cash flow modelling tools.

Managing Director, David Quinn, commented on making the shortlist:

The Directors of Investwise are honoured to join an illustrious group of firms in the final 4 for these prestigious awards. We see it as  fitting recognition of the hard work developing best in class financial planning services, and thank the IBA and selection committee for their support. The awards are a superb initiative, which will help all financial advisory firms to improve the quality of their service

David qualified as one of the first Financial Planners in Ireland to hold the internationally recognised CFP designation and recently completed a Masters in Financial Services through the UCD School of Professional Finance. He is also a founding member of the Society of Financial Planners in Ireland, an educational and promotional organisation who’s sole aim is improving the standards and quality of financial advice in Ireland.

The winners will be announced at a gala awards ceremony in Dublin’s Mansion House on Thursday 13th March 2014.

IBA Life pension Investment awards 2014

 

Posted in News on 26th February 2014