Our Financial Services Team
Building trust and nurturing relationships with our clients is
of utmost to our team. All of our Financial Planners have
significant knowledge and experience in dealing with the
self-employed, business owners, senior executives and employees.
You will deal directly with your own financial planner at all
times.
Our ability to continue to deliver successful financial plans is
based directly on the skills of our people. We are justifiably
proud of our reputation for offering superb client service backed
up by an excellent administrative team. This is reflected in our
company motto "People in Business for People"
Dublin Office
Andy Kelly-
Director / Head of Wealth Management Advisory Service
Andy joined Invesco in 1997 and has over 25 years
experience in the Pension and Investment Industry having worked
with New Ireland Assurance for 7 years and Norwich Union for 9
years.
Miceal Gunning-Director
Miceal has been with Invesco since 2000 and has over 14 years
experience in the Pension and Investment Industry. Prior to joining
Invesco Miceal worked with Norwich Union, Ulster Bank and Bank of
Ireland.
Paddy Swan - Director / Investment
Division
Paddy graduated with a BA Honours Degree in Economics from UCD in
1987. Before joining Invesco in 2000 he had built up 13 years
industry experience in Trinity Bank, Dublin, State Street Bank,
Boston and Eagle Star, Dublin.
James Finucane - Senior Portfolio
Manager
James has over 12 years' experience in the Insurance and
Investment sector. He joined Invesco in 2007 having previously
worked with Bank of Ireland Private Banking and Friends First.
James graduated with a Business Studies Degree from DCU in 1998 and
has recently completed an MBA from UCD Michael Smurfit Business
School.
Barry Mooney -Senior Financial
Consultant
Barry joined Invesco in 2007 and has over 16 years experience in
the Pension and Investment Industry. Prior to joining Invesco Barry
worked in New Ireland, Merrion Capital and Bank of Ireland
Life.
Cork Office
John Lucey - Director
John joined Invesco in 2009 as part of Invesco's acquistion of
Traders Financial Services Ltd in Cork. John has over 21
years experience in the Pensions and Investment Industry and has
previously worked with Mercer, Willis and Irish Life.
Pat Peate - Financial Services
Consultant
Pat graduated in 1982 from UCD with a BComm degree, and in 1991
from the Marketing Institute of Ireland. He has over 28 years
business experience with the last few years in the Pensions and
Investment Industry.
Andy Morgans - Financial Services
Consultant
Andy has over 20 years experience in the Life, Pensions and
Investment Industry. Before joining Invesco in 2010 he worked as a
sucessful broker in Kerry for over 8 years and was previously with
Prudential Assurance in the UK. He is a Qualified Financial Advisor
and is a member of the LIA.