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Investments

NEW TO INVESTING
If you are new to investing or even if you are an experienced investor, then you’ve come to the right place.  We provide a fresh approach to investing. One that enables you to discuss your needs, assess and agree your attitude to risk and then build and maintain an investment portfolio to match.
It’s good to know your options…
We all want our money to grow and generate a return greater than inflation. You may have noticed that interest rates are now not as attractive as they were a few years ago and maybe your wondering whether your money is currently working as hard as you did to earn it in the first place.  So, perhaps now could be the right time for you to consider getting into investing?
What We can do for you
You have worked hard for your money and we understand that the thought of investing for some people can seem like a very risky prospect.  That’s why we want to make sure that you understand what your money is investing in and any risks involved. Simply put – investing and risk go hand-in-hand – We believe that the key to successful investing is managing risk in order to maximise your potential returns. With the impact of inflation, there’s even a risk that in doing nothing, your money is losing its buying power.  So, for you to try and make any investment gains above inflation you really have to assume some level of risk.
What is your attitude to risk?
In general, the greater the potential return you want from your savings and investments, the greater the risk you have to take. It is important to discuss the level of risk you are prepared to accept and what it will mean to the returns you can expect. This should then influence the type of funds that you invest in. We appreciate that everyone will have a different appetite for risk and reward, therefore we have a huge range of investments for you to choose from. You can choose the sort of investments you’re comfortable with and that are right for you and your goals.
You can find out more about investing and risks here,but if you’d prefer to talk to someone, then call us directly on 086 0471147 to arrange an appointment.

Warning: The value of your investment may go down as well as up.
Warning: These funds may be affected by changes in currency exchange rates.
Warning: If you invest in these funds you may lose some or all of the money you invest.

Terms and conditions apply. A Government levy (currently 1%) applies to premiums paid to life assurance policies.