About us

Inverdea Financial Services was set-up in 2003 and has two Directors: Joe Murphy (Chairman), Duncan Duke. The business is based in Wicklow Town, but services a range of clients from all over Ireland. 

Inverdea is passionate about helping people organise their financial affairs to achieve the best possible outcome, distributing client income and savings in the most tax efficient way, so that financial goals are met while allowing them to get on with living. Our client focused team are all committed and driven to exceed client expectation each and every time.

Meet our team

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Joe Murphy – FIIPM ACII


Joe is a founding Director of Inverdea. He has spent the past 50 years as a Consultant in the Financial Services Industry here in Ireland.

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Over this time has built up a wealth of experience in areas such as pre and post-retirement planning; investment; life and serious illness covers and inheritance tax planning. His experience continues to be available to our client base—both individual and corporate. Joe is a Fellow of the Irish Institute of Pensions Managers and an Associate of the Chartered Insurance Institute.
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Duncan Duke, QFA RPA PTP


Duncan has been working in the Financial Services Industry in Ireland since arriving from Australia in 1996.

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He is a Qualified Financial Advisor, Retirement Planning Adviser, Pension Trustee Practitioner, and an Approved Product Advisor on general and health insurance. He recognises the importance of financial advice and the affect it can have on people’s wellbeing and enjoys the challenge of helping customers towards the financial objective they would like to achieve. He is a founding Director of Inverdea Financial Services Ltd., a former President of Brokers Ireland Association and currently sits on the board of Brokers Ireland.
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Nicola Byrne


Nicola was a founding director of Inverdea Financial Services Ltd. 

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She has been working in the business for over 18 years and is client services administrator for small self-administered pension plans.

She is currently studying with the LIA to obtain her QFA qualification.
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Teresa Bruen, APA

Accredited Product Advisor

Teresa joined Inverdea in 2019 having previous experience working in the Public Sector.

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Teresa is a mortgage and life insurance advisor at Inverdea. She can provide you with options for your mortgage, whether it is a home loan or investment property. She can also help you find the most suitable protection for your needs at a competitive price, whether it is life cover, mortgage protection, income protection or specified serious illness cover you are looking for.
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Robbie Levis, BMIS QFA

Client Services Manager

Robbie joined Inverdea Financial Services in November 2007 as a Client Services Manager;.

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Robbie worked prior in Ulster Bank for 4 years and is a Qualified Financial Advisor and manages all aspects of our customer care service. He is the main point of contact for all our Company Pension schemes and managers the daily pipeline of all business for Inverdea. He is vastly experienced and holds an extensive knowledge in all areas of financial services.
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Suzy McComish, QFA RPA

Financial Advisor

Suzy joined Inverdea in 2019. She has over 10 years’ experience in the financial services sector.

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She is a Qualified Financial Advisor since 2016, and in 2020 she completed further studies to qualify as a Retirement Planning Advisor.

Suzy can assist you with any of your financial planning needs.

Let our team assist you with your financials.

A word from our clients

  • "I found dealing with Inverdea for our staff pension and healthcare arrangements a welcome relief, as they explained the technical details in an easily understandable way and pointed us in the most comprehensive, yet cost effective option.
    The service they provided by meeting the staff on a one to one basis, goes beyond any service levels we have experienced before and provides our staff with an opportunity to review their pensions on an annual basis. We look forward to their continued service and professionalism."
    James Mayer - Director of Pinnacle Engineering
  • "Got serious illness cover from Inverdea and have to say that it was the best customer service I have ever received. Staff were so friendly and helpful and answered all of my questions (I had a lot!). Quote came through really quickly, and was happy with how good value it was. Going to Inverdea has really helped me organise and plan for the future!"
    Geraldine Bruen
  • "I wanted to look into getting a new price for my mortgage protection as my health had improved/stopped smoking. Even in the Covid crisis Teresa was able to communicate through email so effectively, quickly and explained it all so well. She kept me up to date with the different quotes etc that were coming through and all through the process i was aware of what was happening and what was needed from me. I would highly recommend Inverdea"
    Lauren Keogh
  • "I highly recommend Inverdea. Having no background in financial or fiscal matters, I did not know where to start when thinking about investing. The staff were so helpful and efficient and answered all my queries without delay. The online portal is particularly useful as I can check up on my savings at any time."
    Kirsty Phillips
  • "Excellent mortgage advice. At first I was daunted by the prospect but Teresa made the whole process so easy. Very good value compared to other financial service businesses. Will be going back to sort out the pension!"
    David Caldwell
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© 2021  Inverdea Financial Services
Inverdea Financial Services Ltd. is regulated by the Central Bank of Ireland
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