Wealth Management

Lighthouse

Our financial planning team will take you on a unique and individually tailored journey.

We call it Invesco WealthPlan™.

 

WealthPlan™ will help you maintain a desired lifestyle both now and into retirement, in a clear and understandable way. Our experienced Financial Planning Consultants will bring you through the WealthPlan™ process to set you on course for a stronger and clearer financial future.

 

 

pensions

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 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.

strategy

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

Manager – Wealth Management

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

Miċeál joined Invesco in 2000 having previously held positions with Ulster Bank and Bank of Ireland. He is a Qualified Financial Advisor and Certified Financial Planner CFP®. Miċeál 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

Senior Financial Planning Consultant

Padhraic has over 12 years in the pension and investment industry having worked with Aon Hewitt before joining Invesco in 2012. He has expertise in all aspects of financial advice including investment and retirement planning, but specialises in cash flow modelling and goal orientated financial planning. Padhraic is a Financial Planner (CFP®), 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

Senior Financial Planning 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

Senior Financial Planning Consultant

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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Dr. Dermot O’Mahoney

Senior Financial Planning Consultant

Dermot joined Invesco in 2019 following the acquisition of City Life. He is a chartered certified accountant (FCCA), a qualified financial advisor (QFA FLIA) and was a director of City Life since 1985. He is a Governor of UCC and chairs the Finance Committee and the Investment Committee of the University. He is Chairman of Finance and Risk Committee of the Life Insurance Association and is Chairman of the Hope Foundation. He is a Pension Trustee and also advises on all areas of finance and investment.

Eamon Dwyer

Senior Financial Planning Consultant

Eamon joined Invesco in 2019 following the acquisition of City Life. He is a Certified Financial Planner™ and was Managing Director of the City Life business since 2008. He has vast experience as a financial planner, pension consultant and investment advisor, with a specific focus on tax efficient retirement strategies for SME business owners.

Josephine Cussen

Senior Financial Planning Consultant

Josephine joined Invesco in 2019 following the acquisition of City Life, having worked with City Life since 2003 where she became a director. She has over 20 years’ financial advisory experience. A Certified Financial Planner™, Josephine specialises in technical solutions for pension savers as well as advice on all aspects of financial planning, including bespoke investment strategies and risk management.

Stephen Barry

Senior Financial Planning Consultant

Stephen is a chartered certified accountant (FCCA) and Certified Financial Planner™. He joined Invesco following its acquisition of City Life in 2019, having been a director of City Life since 2012. Prior to his time with City Life, Stephen was an associate director with Davy Corporate Finance. Stephen has a wealth of experience in advising self-employed professionals, company owners and pension scheme members in relation to their both their retirement and investment needs as well as their general financial planning requirements.

Ted Dwyer

Senior Financial Planning Consultant

Ted joined Invesco in 2019 following the acquisition of City Life, having founded City Life in 1971. He is one of the most respected life and pensions advisors in Ireland and is a past president of the Life Insurance Association. He was one of the first advisors in Ireland to be awarded the Graduate Diploma in Financial Planning in 2011 and is a Certified Financial Planner™. Ted graduated from University College Cork with a Diploma in Family Business Management in 2002. He specialises in practical personal financial planning for family business owners.

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