We can advise on either single premium investments or regular premium savings plans.
Lump Sum Investments can have capital guarantees attaching if required or can be invested in mutual funds.
We take grat care when making investment recommendations and cover topics such as:
Tolerance for taking risk
Term of Investment
Is access to capital required?
Is an income required?
We can also advise on investments in the non-regulated area such as property and Renewable Energy Bonds
Non Regulated Investments do not have the protection of the Central Bank Consumer Protection Code and investors must be aware of this.