Whether it’s saving for your children’s education or building up a nest egg for a purchase, we can put a plan in place for you to fund towards it. We deal with a range of different providers, all with different saving options so we can advise and provide the right plan to suit your individual plans.
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 present expert advice on a selected number of options.
We deal with 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 will also advise on possible tax-savings that may be relevant to the different options.
I would like to commend David Kinsella from Kinsella Financial for the outstanding customer service that my associate received from him in purchasing a house.
on Behalf of Mortgage Client - May 2019
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