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
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