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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

Cantor Fitzgerald Ireland Technology 85% Progressive Protection Bond

Cantor Fitzgerald Ireland Technology 85% Progressive Protection Bond

No closing date

  • 85% Capital Protected

  • Low medium 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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Minimum Investment : €25,000
BCP Transatlantic ESG Kick-Out Bond 4

BCP Transatlantic ESG Kick-Out Bond 4

Closing Date : 8th of December

  • Potential 10% return pa if the Index is at or above the Autocall Barrier at any observation date after the 12 months

  • Risk Rating 5/7

  • Linked to S&P Transatlantic 100 ESG Select

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Minimum Investment : €20,000
Cantor Fitzergerald Ireland 100% Capital Protected MSCI AI Index Bond

Cantor Fitzergerald Ireland 100% Capital Protected MSCI AI Index Bond

Closing Date: 13th of December

  • 3 Year 9 month Investment Plan.

  • Low Risk Investment - 100% Capital Protection at Maturity is guaranteed by BNP Paribas

  • Dynamic risk controlled index aims to product stable returns

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€25,000
BCP/Societe Generale 3.25% AER 3 Year Deposit

BCP/Societe Generale 3.25% AER 3 Year Deposit

Closed - Fully Subscribed

  • Deposit with Capital Security at Maturity

  • Interest Paid in December of each year at 3.25% pa

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

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Minimum Investment : €50,000 for individuals and minimun €100,000 for Corporate/Charities
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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Speak to Harry or Catríona about Wealth Management

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