Wicklow Financial Services firm shortlisted for ‘Best Broker in Leinster’

Inverdea Financial Services in Wicklow Town have been shortlisted under the ‘Best Broker in Leinster’ category at the upcoming Life, Pensions and Investment Awards (LPI) 2018.

The awards give recognition to Financial Brokers who provide exceptional Life, Pensions and Investments advice and have proved their excellence, professionalism and dedication to maintaining the highest standards in customer service.

This year’s awards will take place in Mansion House, Dublin with over 500 financial services professionals expected to attend.

2018 will be the fifth iteration of the LPI awards and has seen 374 submissions, 45 award recipients, and over 1,800 guest attendees over the last four years.

Inverdea Financial Services said they are delighted to have had their hard work recognised by being shortlisted.

“Having been in business for over 15 years we help each client clarify their objectives, assist in developing a coherent strategy, provide them with a roadmap to achieve this strategy and review their arrangement on a regular basis,” the company said.

“Our nomination recognises that we have invested heavily in recent years in building a robust offering for its clients;  we use a modern cashflow planning tool which assists clients in developing a roadmap to achieve their financial objectives.”

“We’ve also created our own App facility so that clients can have access to their own financial plans at their fingertips and we have adopted our own platform which allows greater transparency, efficiency and control of a client’s own portfolio.”

www.inverdea.ie

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