INVESTWISE FINANCIAL PLANNING LIMITED
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Important Dates
Registered Address
INVESTWISE FINANCIAL PLANNING LIMITED
6/7 FITZWILLIAM SQUARE EAST
Dublin 2,DUBLIN,Ireland
DUBLIN, Dublin 2, Ireland
D02Y447
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Company Website
Company Description
Investwise Financial Planning Limited is a fee-based advisory firm that helps individuals and families turn their financial aspirations into reality. By putting clients' interests first and operating on a transparent fee structure rather than product commissions, Investwise delivers unbiased, holistic advice that covers everything from everyday budgeting to long-term wealth creation.
The company's core services include comprehensive financial planning, pension strategy and investment guidance. Drawing on world-class analysis and modelling software, its CFP-qualified advisers work alongside a strong panel of tax and accounting specialists to craft personalised plans that align with each client's short-, medium- and long-term goals. Whether a retiree seeking a best-in-class retirement strategy, a self-employed professional planning for early retirement, a company director preparing for a business sale, or a family saving for education, Investwise provides clear, jargon-free recommendations focused on life-stage needs rather than product sales.
Based in Dublin with an additional office in Cork, Investwise serves clients across Ireland and is regulated by the Central Bank of Ireland. Since its establishment in 1988, the firm has built a reputation for expertise, transparency and a genuine commitment to helping clients achieve financial freedom.