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Services / Wealth Management

Your financial future is safe with us.

Our specialist team will work with you to develop a customised plan to protect and grow your wealth.

Wealth Management:
Investment Options
Pensions
Investment Options

Expert investment and savings advice across a range of products.

We aim to make investing simple. Our wealth management team will deliver a personalised service that is unique to you and your financial goals. We will deliver ongoing advice and support to help your investment thrive.

Investment Options

We offer a wide range of investment options for our clients

BCP 90% Protected MSCI World Bond

BCP 90% Protected MSCI World Bond

3rd March 2023

  • 90% capital security at maturity

  • 5 year team

  • Low-Medium risk class investment linked to MSCI World EUR Index

More Information (.pdf)More Information (.pdf)
€20,000
BCP 100% Proctected Euro Stoxx 50 Bond

BCP 100% Proctected Euro Stoxx 50 Bond

22nd February 2023

  • 100% Capital Security at maturity

  • Investment term 5 years

  • Low risk class investment linked to EURO STOXX 50 Index

More Information (.pdf)More Information (.pdf)
€20,000
New Ireland KBI Global Investors Alternative Energy Fund

New Ireland KBI Global Investors Alternative Energy Fund

Open Ended

  • Actively Managed Fund Investing in Global Shares Linked to Alternative Energy

  • High Risk Investment (6 out of 7)

  • Suitable Fund as part of an overall Investment Portfolio

More Information (.pdf)More Information (.pdf)
€10,000
Capital Protected US INNOVATIVE Leaders Bond 2

Capital Protected US INNOVATIVE Leaders Bond 2

16th February 2023

  • Low Risk investment - 100% Capital Protection at maturity (SRI risk 2 out of 7)

  • 5 year investment term

  • Unlimited Return Potential linked to 50 Innovative Stocks in the US Innovative Leaders 5 Index

More Information (.pdf)More Information (.pdf)
€25,000
Frequently Asked Questions

What you need to know about investing with moneycare

What type of Investment options should I consider?

What type of plan should I choose?

How do I start saving for the future?

Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment may go down as well as up.
Pensions

Choose the right pension to enjoy your retirement.

Whether retirement is distant or close, you should be prepared. Pensions are complex but our team of qualified consultants will work with you to consider your financial circumstances and lifestyle in the context of your broader retirement plan.

Benefits

The importance of planning for your retirement

Prepare for the potential reduction in income by setting up a pension.
Secure your family future with lump sum payments.
The state provides tax relief on any contributions you make.
Frequently Asked Questions

Some common questions we get asked about pension planning

How much will my Pension be worth?

How much should save to my Pension?

What is a pension and why should I start one?

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