Investwise Financial Planning Limited
, County Dublin D02 W270
About Us

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Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
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Reviews
"I've been a client of Investwise for a number of years now and find the service they provide to be excellent. There are a couple of reasons for this: 1. Independence - there are very few truly independent financial advisors out there who will give advice on all products right across the market. Investwise is one of them. This is so so important as you are really getting the best advice without the sales pitch that a lot of other advisors give. 2. A personal connection - when you meet with one of the Investwise folks, a connection is built which, in my case, has lasted my years. This is not some faceless corporation where you feel the advisor is reading from a memorized cheatsheet when offering financial guidance - again my experience. With Investwise, you build a relationship and get customised guidance based on your own financial needs and aspirations with regular follow ups to answer questions or make planning changes based on new circumstances. Would encourage anyone who wants to get valuable financial guidance to reach out to Dave and his team for a chat. You won't regret it."
"David and his colleagues have been looking after my pension investments through several employments including self employment. I have been very happy with their clear, expert advice and guidance and I am confident to recommend their services."
"David has a very straightforward and no-nonsense approach which makes a big difference when making financial decisions. Would highly recommend his services"
"Good advice at the right time is so valuable, and Dave's input and expertise couldn't have been timelier for us. The fact that Investwise experience advising clients with a foot in both the US and Ireland was hugely beneficial, and Dave was able to help us scenario plan tweaking a lot of variables that could affect our family's future with agility and aplomb. We'll be taking actions we most likely wouldn't have thought of without Investwise advice to make our future more secure."
"I have been using the services of Investwise for four years. I find them efficient, very helpful and patient. They are willing to answer any query no matter how trivial it may be. They have a very detailed knowledge of all aspects of the markets. Most importantly they are measured in their approach to advising on investments and clearly assess their clients attitude to risk and what is appropriate for you, and/or your family, and your circumstances in life. Mary Henry"
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