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INVESTWISE FINANCIAL PLANNING LIMITED

#134001 Private limited by shares

Company Details

Company Number 134001
Company Type Private limited by shares
Type Code 1119
Status Normal

Important Dates

Registration Date 20 July 1988
Last Annual Return 6 November 2025
Last Accounts Filed 30 April 2025

Registered Address

INVESTWISE FINANCIAL PLANNING LIMITED

6/7 FITZWILLIAM SQUARE EAST

Dublin 2,DUBLIN,Ireland

DUBLIN, Dublin 2, Ireland

D02Y447

Contact Details

Phone Number 01 912 0830
Email Address [email protected]

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.