Savings & Investments - Lump Sum Investments

Our main priority is to establish and understand your goals for your money. You’ve earned it so it should be up to you what you do with it. Once a general idea of what you want to do has been determined, we will explore the wide range of fund selections we have available to us and find on a selected number of options to advise you on.

We deal with over 15 different market-leading providers, all with multiples of investment options, so we can cherry-pick the best options uniquely suited to your plans. We will advise on the pros and cons of each option to ultimately help you make your decision.

We can provide investments in a range of different options, such Tax Efficient EII Schemes, Multi-Asset Funds, Business Loan Notes and Structured Products in a range of asset classes and sectors such as Renewable Energies, Commodities, Equities, Property, Government & Corporate Bonds, Business Start-Ups & Expansions, plus others.

We will also advise on possible tax-savings that may be relevant to the different options.

We have known David for nearly 8 years and have a lot of trust in him to look after our best interests. We would highly recommend David to anyone needing help and advice with their financial planning.

Shane & Karen Lawlor - Lawlor Clinic, Portlaoise.
October 2016