Whether it’s saving for a rainy day fund, your children’s education, house extension or proceeds of a lotto win…
….getting the right fund and specific plan is important for every client.
During a financial review we will get a good feeling of what the client needs.
Lump sum investments bonds are very popular lately as deposit rates with banks are practically zero and people are no longer happy to leave their money with an institution that will give them nothing back.
Monthly regular savings plans are also an excellent way to save for the future.
Zurich,Irish life and Aviva are among the providers for these plans.
- Dublin Office – 619 North Circular Rd, D 1
- Louth Office – Drogheda, Co. Louth
- Phone – 01-6339245
- Email – info@helpmypension.ie
