Moneywise Financial Planning Ltd

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About

Moneywise celebrated its 50th year in business in 2022 (trading as Owen Morton & Associates from 1972 to 1990). Moneywise enjoys and is protective of a reputation for “telling it like it is”. We are a boutique provider of financial service to a small cohort of clients. We have a focus on the financial needs of small business owners and investors in pension funds, pre and post retirement. The ARF market is a core activity and specialty. Moneywise also holds the Revenue-appointed Pensioneer Trustee status and offers Small Self-Administered Pension Schemes to a small number of customers.

Our service package includes periodic reviews at mutually agreed and remunerated intervals. Some clients are happy with an annual report; others seek monthly updates. Ireland operates a high taxation regime in the asset accumulation; tax planning is central to all interactions. The two current executive directors, Alan & Richard Morton, have almost 40 years’ experience of managing personal, company and pension monies with the company. We are committed to best of corporate and social responsible practices and donate generously each year to various charities. We are unashamedly a “lifestyle” business. We are not about maximising profits and building up the value of the business for a future disposal.