Joe Daly

Joe Daly, the Managing Director of the company, has over 27 years experience as an investment advisor. He has also 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, Bank of Ireland Asset Management and in Bank of Ireland Private Banking.

Memberships of:
Society of Chartered Surveys of Ireland
Life Insurance Association
Insurance Institute of Ireland
Irish Farmers 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. Joe is also a Fellow of the Society of Chartered Surveys of Ireland. Daly Investment Planning Ltd holds Professional Indemnity Insurance for 1.5M Euro and is a member of the Investor Compensation Company Limited.

Daly Investment Planning Ltd is regulated by The Central Bank of Ireland.