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Owen Morton FCII, QFA  
 
Serving a prolonged apprenticeship (almost 40 years), Owen retains a vigorous enthusiasm for innovation and is encouraged by the wealth creation opportunities introduced over recent years in Ireland. Owen’s views and interpretations on market developments in the area of personal finance are sought after by leading financial journalists and regularly publicised.
 
Alan Morton MA, PhD, QFA, Dip. Arb, MCIArb  
 
Alan joined Moneywise in 1998 on a career break from academia and hasn’t looked back since. His focus is on pre-and post-retirement investment strategies and the lump sum investment market. He also looks after our Group Pension business, where a small client bank allows for a high quality on-going service that elevates Moneywise above much of the competition.
 
Richard Morton BA, QFA, LIAM (DIP) richard@moneywise.ie  
 
Richard joined Moneywise in 1999 and advises on all aspects of pension planning, lump sum investments and mortgages. His mortgage service brings in a steady stream a referral business – testament to the quality of his skill and patience.
 
 
 

Moneywise Financial Planning Ltd. is regulated by the Financial Regulator

Moneywise Financial Planning Ltd | 16 Fitzwilliam Square Dublin 2 | Tel: 01 6788011 Fax: 01 6788014 | E-mail: richard@moneywise.ie or alan@moneywise.ie

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