Investments & Savings

Savings and Investments

With interest rates being at an all time low, many people are seeking investments that will offer a better return than the banks offer in order to save for that rainy day, sometimes for education funds or simply to invest a sum of money to keep up with or ahead of inflation for the future.

There are many different saving and investments plans available to you. Our advisors have many years of experience and can guide you through the process to find the plan that suits you.

At Smart Choice we don’t just sell products. Instead, we take a holistic approach to investment planning and advice. We will look at our client’s overall position, your wealth, your appetite for risk, your circumstances both in your business and in your family life. We will ask you to to identify what it is that you wish to achieve. Because of impartiality and our years of experience will find the ideal solution for you to achieve your goals.

 

Property Investment

A holiday home is not just for Christmas! Property is a complex and a hands on investment that needs to be carefully decided upon and diligently managed.

If it is the right investment for you then we can advise you on the most efficient way to proceed:

 

  • Purchased by yourself
  • Purchased by your company
  • through a syndicate
  • through a unit trust investment
  • or by a pension scheme

Sustainability Factors – When providing advice, SmartChoice Financial Brokers do not consider the adverse impacts of investment decisions on sustainability. The firm does not intend to consider such impacts in the future.

Investment In Unregulated Products Or Services

SmartChoice Financial Brokers will from time to time advise our clients on the option to consider investment in “Unregulated” investment products or services. Typically such products will take the form of an opportunity to invest in private equity or private secured or unsecured loan notes. It is import that clients understand that the provision of such products or services does not require licensing, authorisation, or registration with the Central Bank of Ireland (CBI). As a result, these products and services are not covered by the CBI requirements designed to protect consumers or by any Statutory Scheme.

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Have a question?

If you have any questions about Financial Planning, please do not hesitate to contact us and we will be happy to assist you.