Financial Service Provider Register Data

The investment business firm listed below is authorised as an Investment Business Firm under Section 10 of the Investment Intermediaries Act, 1995 (as amended).

Investment Business Firm

Name: Forward Vision Planning Limited Reference No: C420021 Trading Name: t/a Daniel Bohan Wealth Management Address: (Principal Business Address) 2 Denny Street Tralee Effective Date: 28 Sep 2020 Status: Investment Intermediary Client Money Rules : No Authorised Activities: Business Services (a) Receiving and Transmitting (f) Deposit Agent/Broker (6) Investment advice Investment Instruments (kk) Tracker Bonds (n) Personal Retirement Savings Accounts (a) Listed shares and bonds (c) Collective Investments Tied Agents :

Page last updated on: 22 Jun 2026