Savings & Investments

These are available through each of the different life company offices with which we hold agencies. You will get access to a wide range of fund managers and different investment funds. Both lump sum or regular contribution plans can be established. We will need to fully assess your risk appetite and your goals before going down this route.   The investment options that we would be discussing would be considered as longer term investment strategies. There are financial risks involved with such plans and we will need to ensure that it is the right fit for you.