Regular & Lump Sum Investments

The current interest rate environment presents a real challenge for investors (both personal and corporate), as traditional “low risk” assets, such as cash deposits are likely to cause investors to suffer a loss of purchasing power, due to inflation, over the medium to long-term.

Personal clients

At various stages in your life you may need to consider either building up a fund through regular savings or maximising the returns on funds that you already have in place. This requirement may arise for a number of reasons:

  • a need to make provision for your children’s education
  • investing lump sums, inheritance / gift or tax-free lump sum on retirement, and
  • the accumulation of an emergency fund for unexpected events.

Dublin: +353 (0) 1 205 5600
Drogheda: +353 (0) 41 983 7660