Wealth Management
FINANCIAL PLANNING
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
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.
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.
To view our Terms of Business click here
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.
To view how Invesco approaches the integration of sustainability risks here
Vantage from Invesco
Investors today deserve simplicity, visibility and control. All of your savings, investments and pensions together in one place, with access to the world's leading investment managers and available to you online 24/7.
It's time to meet Vantage from Invesco.
Meet Your Team
Emma Duffy
Manager – Wealth Management
Emma has over 20 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 Wealth Management operations 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 Worth
Team Leader
Tracey joined Invesco in 2019 following the acquisition of City Life. Tracey has 22 years’ experience in the Financial Services industry. Previous roles include Financial Services Manager at Arachas and Operations Manager at Meritus Wealth Management. Tracey is a Qualified Financial Advisor (QFA), a Retirement Planning Advisor (RPA) and a Licentiate of the Compliance Officers of Ireland (LCOI). As Team Leader Tracey oversees the running of the Wealth Management administration team in the Cork office.
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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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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.
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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.
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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.
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