Investment Advice Cork
Investment advice should support your goals, timeframes and attitude to risk. We help clients make informed choices about how to save, invest and review their money over time.
This may include regular savings, lump sum investments, education planning, long-term wealth planning or reviewing existing investment arrangements.
We can help with
- Regular savings plans
- Lump sum investment advice
- Education and college savings
- Investment reviews
- Risk profiling
- Fund selection
- Sustainable investment options
- Long-term wealth planning
- Reviewing charges, performance and suitability
- Ongoing investment review
What you get
A savings or investment recommendation that explains your options, the level of risk involved, the proposed approach and how the plan should be reviewed over time.
We agree how we charge in writing before any work starts.
Robust savings and investment portfolios
We use a detailed fact-finding and needs analysis process to identify your financial goals, your budget, your attitude to risk and capacity for loss to arrive at a range of recommendations for you to consider before investing. Once your plans are in place, we conduct regular reviews to ensure you stay on track and remain fit for purpose.
We have helped hundreds of clients throughout Cork city and county structure robust savings and investment portfolios over the last 35 years.
We use state-of-the-art Fintech alongside 35-plus years of experience to provide investment advice and guidance.
Answers to some frequently asked questions about savings and investments
Irish people are world-class savers with an estimated € 170 billion held on deposit with Irish banks, and whilst saving is always a good idea, leaving your money on deposit is not if you are looking to outperform inflation and generate a real return on your money.
Why not take some time to look at some alternatives to deposit accounts?