Investments and Savings


Investments and Savings

Investing your money is a decision that should be taken carefully and it is our role to fully understand and appreciate your financial goals. 

Our Investment Service will:

  1. Work closely with you set realistic financial targets. These may be a deposit for a house, holiday home, long term security or savings for your children’s education. 
  2. Determine the amount of risk you can accept.
  3. Research the market to match suitable solutions to your goals.  

We are required by the Central Bank to carry out a risk assessment with each client. The results of this along with the outcome of our review meetings will ultimately determine the suggested course of action that we will present to you.

We encourage all our clients to avail of the annual review meeting.  Every client will receive a quarterly email showing plan values as well as quarterly newsletter.   All clients have access to an adviser at any time should they wish to discuss their plan(s).