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Deposits up to 4.1%/annum(as of 13/02/2012) , subject to DIRT( Currently 30-33%).
- Structured Products
- Capital Secure Income Bonds
- Tracker Bonds
- Capital Secure Bonds
- Insured Products-Unit Linked
- With Profits Funds
- UCITS
- Stocks and Shares( Access to share portfolios via Merrion, Bloxhams, and Dolmens.)
- We also provide German property investments and tax based investments. For more information on these please see Specialist Investments.
Please be advised above are just some current examples from different product providers, and are for illustrative purposes only. We cannot provide/ give advice on these products until we get further information form you. See questionnaire below.
Please also note that as independent brokers we do offer the option to you to pay for the advice we give. Generally we recieve commission(at no extra cost to you) from life company/product provider we recommend, but there is the option for you to pay us seperatley. Fees for this type of payment can be found in our terms of buisiness, which can be located at bottom left of screen.
We will only make suggestions once we have identified your:
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Time Horizon
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Attitude to Risk / Reward
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Investment Experience
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Tax Situation
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Income Needs
| Level of Risk | Indicator |
Are you?
|
|
No Risk
|
Indicates a guarantee of capital
with the likelihood of a small gain
|
Minimum Risk Taker
Small Gain
|
|
Low
|
Indicates a guarantee of capital
with potential for modest growth.
|
Cautious
Low Risk Taker
|
|
Medium
|
Indicates a possible loss of some
capital in return for good potential
growth in medium term.
|
Moderate Risk Taker
|
|
High Risk
|
Indicates potential significant loss
of capital in return for potential
high growth.
|
Aggressive Investor
Higher Risk Tolerance
|
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Click here to go to our Investment Questionnaire
To find out how we can help you contact us today on 091 530016
