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Our Personal Solution

We help you achieve your personal financial security. We listen to your needs and put the right plan in place.

PROVIDING YOU AND YOUR FAMILY WITH PEACE OF MIND IN YOUR PERSONAL FINANCES

Managing your personal finances effectively is an ongoing process, leading you towards your goals and developing as your circumstances change. We help you pursue your goals with considered, professional financial advice. We build strong and lasting client relationships. We stay in regular communication to adapt to your changing circumstances, helping you plan for the future. Our Vantage Advisory Service provides an extensive range of funds from the world’s leading fund managers. Learn more in the video below

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Pensions

Retirement planning is one of the most important aspects of personal finances. Due to the complexity and the number of options, input from a professional, independent advisor is essential. We will guide you on the correct structure and funding level required to achieve your retirement needs, as well as maximizing tax reliefs. To view our Terms of Business click here.

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Investment

We believe the key to a sound investment strategy is building a portfolio that reflects your specific financial goals, investment experience and financial situation, whilst achieving the right balance between risk and return.

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Protection

Insuring against sickness or death isn’t pleasant to think about, but you’ll be relieved to set financial issues aside at emotionally difficult times. If you’re looking for Personal Cover for you and your family, cover for loan or mortgage purposes or want to protect a shareholding or key people within your business, we can help.

Meet Your Team

Emma Duffy

Personal Financial Manager

Emma has 19 years' experience in the financial services sector having worked in Willis and Deloitte prior to joining Invesco in 2001. Emma has responsibility for the delivery of our pension scheme administration and consultancy services to our Small Self- Administered clients as well as managing the personal financial services administration for both our Cork and Dublin offices.

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Miceal Gunning

Director

Miceal joined Invesco in 2000 having previously held positions with Ulster Bank and Bank of Ireland. He is a Qualified Financial Advisor and in the process of attaining the Certified Financial Planner designation. Miceal runs the Invesco Financial Planning Team and specialises in providing advice to business owners, company executives and families.

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Andy Kelly

Director

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. Andy is head of Invesco's Wealth Management Advisory Service.

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Padhraic Kelly

Financial Planner

Padhraic joined Invesco in 2012. Prior to this he was employed by Aon Hewitt, working predominantly on Corporate Pension Schemes. This has provided him with broad based experience across the pensions industry, before moving his focus to personal financial advice. Padhraic is a Qualified Financial Advisor (QFA) and an Associate of the Irish Institute of Pension Managers (AIIPM).

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John Lucey

Director

John has over 20 years’ experience in the Irish pension industry having previously worked with Coyle Hamilton Willis and Irish Life. John is an Associate of both the Irish Institute of Pensions Managers and the Pensions Management Institute.

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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 successful 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.

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Conor Murray

Financial Planner

Conor joined Invesco from Deloitte in February 2016, where he worked as a Financial Planning professional. Within Invesco, he specialises in developing, implementing and reviewing tailored Financial Plans for our clients as well providing advice on Retirement Planning and Protection. Conor is a Certified Financial Planner (CFP®) and a Qualified Financial Advisor (QFA).

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Tracey O'Driscoll

Senior Administrator

Tracy joined Invesco in 2011. She is a Qualified Financial Advisor and holds a Bachelor of Business and Marketing degree from CIT Cork. She has approximately 12 years' experience in the financial services industry. Previous roles include: Insurance & Investment Manager with Bank of Ireland Life and previously worked with New Ireland Assurance as Senior Adviser, Customer Support Team.

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Paddy Swan

Director

Paddy joined Invesco in 2000 having built up 13 years’ industry experience in Trinity Bank, Eagle Star in Dublin and the State Street Bank in Boston. He graduated with a degree in Economics from UCD in 1987. Paddy is responsible for the overall running of the Investment department, in particular the private wealth management section of the business.

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Richard White

Senior Investment Consultant

Richard has over 17 years’ experience in the Investment Management industry having worked with Bank of Ireland Private Banking and AIB Investment Managers before joining Invesco in 2015. Richard holds a Masters in Financial Services from UCD and the Certified Financial Planner (CFP) designation.

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