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Welcome To Moneywise

Professional, Financial Planning Advisory Services

Helping Clients Achieve Their Financial Objectives Tax Efficiently

Converting Income Into Capital & Earnings Into Wealth

A Brief Summary:

Moneywise is fast approaching its 50th anniversary (trading as Owen Morton & Associates from 1972 to 1990). We are a boutique provider of financial service to a small cohort of clients. With a reputation for “telling it like it is” we have a focus on the financial needs of small business owners and investors in pension funds, pre and post retirement

MORE ABOUT US

WHAT WE DO

We Offer Financial Planning Advice & Guidance In The Following:

Pension Planning

Investment

Protection

OUR TEAM

Meet the Moneywise team

Alan Morton

Managing Director

Alan joined Moneywise 20 years ago, having achieved a 1st Class Masters from UCD and A PhD from the University of Limerick in political science

Richard Morton

Director

Richard has been advising clients on their pensions and investments for almost 20 years. Holding a BA from Trinity College, Richard joined the Moneywise team in 2000

Eilis Kelly

Pensions & Investments

At the heart of the day-to-day running of the office is Eilis Kelly, who has many years’ experience in customer service and the pensions and investment industry

Owen Morton

Non Executive Chairman

Owen dedicated his working life to a small group of clients and most of these mutually beneficial relations continue with the business to this day

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Lets See How We Can Help You!

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