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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.

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 Transatlantic Defensive Kick-Out Bond 6

BCP Transatlantic Defensive Kick-Out Bond 6

17th May 2023
  • Potential Return of 9 % per annum

  • Autocall Barrier is at 100% from end of year 1 until the end of year 5 and then it drops to 75% until maturity

  • Risk 5 out of 7 which is a medium -high risk class

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Cantor Fitzgerald Ireland Technology 85% Progressive Protection Bond

Cantor Fitzgerald Ireland Technology 85% Progressive Protection Bond

No closing date
  • 85% Capital Protected

  • Low midium risk ( 2 out of 7)

  • Stock market investment linked to the Fidelity Global Technology Fund, Invesco Physical Gold ETC and 2 leading Bond funds.

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BCP/Societe Generale 3.10% AER 3 Year Deposit

BCP/Societe Generale 3.10% AER 3 Year Deposit

26th May 2023
  • Deposit with Capital Security at Maturity

  • Interest Paid in June of each year at 3.10% pa

  • Societe Generale is one of Europe's largest banks with deposit credit ratings of A and A1

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€50,000 for individuals and minimun €100,000 for Corporate/Charities
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

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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.

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.


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?


Speak to Harry about Wealth Management

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