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Lump Sum Investments / Savings Plans

Lump sum Investment Plans and Savings Plans offer investors the opportunity of having their money managed by professionals on their behalf.  They also allow them to spread the risk over a far wider range of individual investments than they could with a personal portfolio. 
Different types of lump sum investments/savings plans where your money can be invested are:

  • Managed Funds
  • Specialist Funds
  • Index Funds
  • Consensus Funds
  • With Profit Bond/Fund
  • Capital Guaranteed Bonds
  • Property Funds

The idea of any investment or savings plan is to have the right mix to suit your investment/savings needs.  

We have been successfully advising clients for the over 25 years and as this can be a complex area it is advisable to organise a confidential, one-to-one meeting where our qualified Broker can assist you in agreeing a tailored investment strategy.

Investments can be designed to suit your particular needs.  Please contact us.
Sean P. Matthews Insurance Ltd., trading as Sean P. Matthews Insurances is regulated by the Financial Regulator as a Multi-Agency Investment Product Intermediary and as a Mortgage Intermediary. Sean P. Matthews Insurances are leading Investment mortgage lenders and Financial Advisors in Ireland and offer life insurances, home insurances, business insurances and can also advise you on the best pension plans for your retirement. Life Insurance, Home Insurance, General Insurance, Retirement Pensions Plans, Investment and Saving Plans and financial advice from Sean P. Matthews Insurances can help you prepare for any challenge in life.
 
Head Office: Sean P. Matthews Insurances Ltd. Scarlet Street,Drogheda, Co. Louth, Ireland