We are delighted to extend a warm welcome to Investwise Financial Planning Cork as the newest member of the Little Island Business Association. With their recent office opening at the Horgan’s Quay development in Cork city centre, Investwise is poised to make a significant impact in the realm of financial planning and advisory services.
Led by Blarney resident Liam O’Riordan, Investwise stands out as one of Ireland’s few fee-based, privately-owned financial advice firms. Their commitment to transparency, impartiality, and client-centric service makes them a trusted partner for individuals and business owners seeking expert guidance in financial planning, wealth management, pensions, and investments.
Investwise Financial Planning offers a comprehensive range of services:
- Full Financial Planning Service: A 12-month, all-encompassing package that helps clients determine how much is ‘enough.’ This service is tailored to establish long-term goals around career, lifestyle, family, business planning, and retirement, ensuring a holistic approach to financial well-being.
- Retirement Advice: Expert assessment of existing retirement plans with strategic recommendations that align with business strategies, tax planning, and future goals. Investwise’s impartiality from any single provider allows for extensive market research to find the most suitable solutions.
- Investment Advice: Navigating the complexities of the Irish tax system with over 25 years of industry experience. Investwise focuses on keeping costs low, offering tax-efficient portfolios, promoting global diversification, and developing strong investment plans with clear, pre-agreed goals.
Liam O’Riordan emphasises Investwise’s unique approach: “We sit on the client’s side of the table, working closely to understand their individual needs and building customized plans. Our transparent fee structure ensures that our advice is always in the best interest of our clients.”
We are excited to have Investwise as part of the LIBA community and look forward to the value and expertise they will bring to our network. Welcome aboard!
For more information, contact Investwise Financial Advisors Cork at (021) 235 5553 or email info@investwise.ie
