Investment and Savings Advice with Fingal Financial Services, Swords, Co. Dublin.

When we are giving Investment Advice to our clients we need to obtain the answers to the following questions:

What is the aim of the Investment?
• Are you saving for retirement?
• Are you looking to provide for your children's education?
• Are you looking to provide for a potential future expense?

What time frame are you looking to invest for?
• When will you need the money?

What amount of risk are you comfortable with?
• Would you like a Guarantee?
• Would you like a potential bonus every year?
• Would you like to participate in the Stock Market?

How much are you looking to invest?
• Is the amount a once off Lump Sum or will it be regular savings?
• What percentage of your total savings are you willing to invest?

Once we have gathered all your answers we can then search the market to ensure that we provide you with the most suitable product for your specific needs.

If you would like to receive further information from Fingal Financial Services about Investments and Savings, call 01 840 4012 or email John: This e-mail address is being protected from spambots. You need JavaScript enabled to view it