MONEYWISE - FINANCIAL PLANNING LIMITED

Moneywise - Financial Planning Limited is a boutique financial-planning and advisory practice that has been helping Irish clients achieve their financial goals since 1972. Drawing on a legacy that began as Owen Morton & Associates, the firm prides itself on "telling it like it is", offering clear, tax-efficient strategies that turn income into capital and earnings into lasting wealth. Based in Dublin, Moneywise serves a close-knit cohort of small-business owners, pre- and post-retirement investors and anyone seeking a personalised approach to their finances.

The core services focus on pension planning, investment management and protection solutions, all delivered with a blend of academic rigour and practical experience. The team is led by directors Alan Morton, a PhD-qualified political scientist, and Richard Morton, a seasoned pensions and investments adviser, supported by seasoned professionals such as Eilish Kelly and the founding director Owen Morton. Their combined expertise ensures clients receive professional advice that is both insightful and approachable, tailored to each individual's financial objectives.