Inverdea Financial Services win ‘Best Broker’ in Leinster
INVERDEA Financial Services in Wicklow town are the winners of the ‘Best Broker in Leinster’ having been shortlisted for the Life, Pensions and Investment Awards 2018.
The awards started in 2014 and were designed to ensure that those at the forefront of the profession are identified and commended for their efforts.
The awards provide recognition to the life, pension and investment brokers who have proved their excellence, professionalism and dedication.
Inverdea Financial Services was established 15 years ago by Duncan Duke, Nicola Byrne and Joe Murphy. The company currently employs eight people.
Speaking after the win, Duncan Duke said: ‘This is great recognition for all the hard work we have put into the business down the years. It’s a big deal and were are really delighted.’
Inverdea saw off the challenge presented by five other shortlisted companies to land the top prize.
Judges also recognised the app facility they created to help clients.
‘This allowed clients to access their own financial plans at their fingertips. We adopted our own platform which allows greater transparency, efficiency and control of a client’s own portfolio,’ said Duncan.
‘We also utilise a modern cashflow planning tool which assists clients in developing a roadmap to achieve their objectives. This technology has been hugely influential in helping illustrate to clients the potential outcomes of their plans.’