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INVERDEA FINANCIAL SERVICES LIMITED

#364102 Private limited by shares

Company Details

Company Number 364102
Company Type Private limited by shares
Type Code 1119
Status Normal

Important Dates

Registration Date 21 November 2002
Last Annual Return 9 June 2025
Last Accounts Filed 31 March 2025

Registered Address

Address not available

Contact Details

Phone Number +353 (0)404 67123
Email Address [email protected]

Company Website

Company Description

Inverdea Financial Services Limited is a Wicklow-based financial advisory firm dedicated to helping individuals and families organise their financial affairs. Regulated by the Central Bank of Ireland, Inverdea offers a comprehensive suite of services that cover the whole life-cycle of personal finance, from building retirement pots to protecting loved ones against illness or death.

The company's core specialisations include pension planning and management, investment advice ranging from secure deposit accounts to capital-protected options, and a full range of protection products such as life assurance, mortgage protection, income protection and serious-illness cover. Inverdea also provides mortgage guidance, with a dedicated questionnaire and calculator to help clients understand borrowing capacity and explore suitable mortgage solutions. An online client portal gives users real-time access to their savings and policy details, adding convenience to the personalised service.

Clients consistently praise Inverdea's clear communication, friendly staff and tailored approach, noting how the team makes complex financial topics easy to understand while delivering value-for-money solutions. Whether you are planning for retirement, seeking investment opportunities, or needing protection cover, Inverdea aims to be a trusted partner in achieving your financial goals.