Savings and Investments
What we offer
- Monthly Savings Plans
- Lumpsum Investments
- Small Gift Tax Exemption Solutions
- Corporate Savings & Investments
How can we help you
- Assess your savings needs and recommend a suitable investment option.
- As part of our recommendation, we will consider your savings goals and your attitude to risk.
- We can assist with the set-up of your new savings plan.
- Review you plan with you on an annual basis and make any adjustments were needed.
- Our investment team have an in-depth knowledge of the various investment options available in Ireland.