Joe Daly

Joe Daly, the Managing Director of the company, has over 23 years experience as an investment advisor where he worked in the Property business both in Dublin and Galway.

Prior to establishing Daly Investment Planning Ltd. in 2000, Joe was with the Bank of Ireland Group for 13 years where he worked in Lifetime Assurance, and in Bank of Ireland Private Banking.

Memberships of:
Member of Irish Auctioneers and Valuers Institute
Member of Institute of Bankers in Ireland
Member of Life Insurance Association
Member of the Insurance Institute of Ireland
Member of the Professional Insurance Brokers Association

Qualifications:
Joe is a Qualified Financial Advisor and holds a Diploma in Wealth Management. He also holds certificates in Mortgage Practice, Investment Advice (both from the Institute of Bankers) and a certificate in Agriculture from the Department of Agriculture. Daly Investment Planning Ltd holds Professional Indemnity Insurance for 1.25M Euro and is a member of the Investor Compensation Company Limited.

Daly Investment Planning Ltd is regulated by the Irish Financial Services Regulator Authority as an Authorised Advisor and a Mortgage Intermediary