share

informed decisions blog

Platform Investing in Ireland with David Worrell #205

22nd November 2021

Paddy Delaney

This week we bring you the David Worrell Interview – where we discuss all aspects of Investment Platforms in Ireland.

David is head of relationship management at Conexim Investment Platform in Ireland and shares his insights on the following:

  • The rise of platforms in UK/USA – and subsequently in Ireland
  • What platforms actually do – processes and people involved
  • Pros & Cons for investors versus other routes
  • Are Investment Platforms ‘safe’?
  • Navigating tax regimes for investors
  • Transparency issues and opportunities for Irish investors

Hope it helps,

Paddy.

Psychology of Money Book

Millionaire Next Door

Bob Paisley Book

Retired or close to it?

Informed Decisions are one of Ireland’s only remaining independent financial advice firms. We specialise in retirement & investment planning for successful individuals, so that our clients only have to retire once.

Retire Successfully • Reduce Taxes • Invest Smarter

Find out how we can help...

Our Process