WealthPlan™

WealthPlan™

When thinking about your finances, and how money interacts with your goals in life, it’s important to think about what matters to you most. Some typical answers from our clients when they ponder this are:

  • I want to have time to travel in retirement
  • I would love the freedom to retire on my own terms
  • I value the security of financial independence
  • We would like to plan for the efficient transfer of wealth to the next generation

We know that life can get in the way of even the best plan! Our annual progress meeting will help you stay on track. We can adapt and adjust your plan to allow for any bumps in the road along the way.

By developing a financial plan, unique to you and your family, WealthPlan™ helps you decide on your financial goals.

What does the journey look like? Take a look at our video and also our six step process below, but more importantly arrange an initial meeting with an Invesco Financial Planning Consultant.

Dream it, Plan it, Live it.

Our Six Step Process

Wealth Plan step 1. Establish Our Realationship

1.ESTABLISH
OUR RELATIONSHIP

Asset 1

6.PROGRESS MEETING

Asset 5

2.DISCOVERY MEETING

YOUR
WealthPlan

Asset 2

5.IMPLEMENT RECOMMENDATIONS

Asset 4

3.ANALYSIS
AND EVALUATION

Asset 3

4.DEVELOP AND PRESENT

Our Six Step Process

Wealth Plan step 1. Establish Our Realationship

1.ESTABLISH
OUR RELATIONSHIP

Asset 5

2.DISCOVERY MEETING

Asset 4

3.ANALYSIS
AND EVALUATION

YOUR
WealthPlan

Asset 3

4.DEVELOP AND PRESENT

Asset 2

5.IMPLEMENT RECOMMENDATIONS

Asset 1

6.PROGRESS MEETING

Our Solutions

Asset 4

RETIREMENT PLANNING

We help you work towards financial independence to ensure you can achieve your retirement goals

Asset 3

PORTFOLIO REVIEW

Helping to identify your current needs and objectives and aligning this to a suitable risk profile for your pension and investment portfolio.

Asset 2

PROTECTION

Ensuring there is enough cover in place to protect your family financially in case of illness, disability or death.

Asset 1

ESTATE PLANNING

We help you plan how to pass your assets onto your loved ones in a tax efficient manner

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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