Investing Your Money
Welcome to Guardian Wealth, one of Irelands leading Pension & Investment Advisors. If you are looking for investment advice then you are in the right place. Do these questions apply to you?
✅ You have money which you are considering investing.
✅ This money is probably in a personal or company or pension bank account and it is not earning any interest.
✅ In fact, if your money is in a current account or a savings account, it is realistically going down in value due to inflation. Your bank may even be introducing negative interest rates at some point soon, if they haven’t already done it.
✅ You want your money to grow and you would like to have a comprehensive range of options to choose from.
We have clients all over Ireland who have benefited from our investment advice. There are many factors that determine the right investment fund for you, but below is just one example of an investment fund which some of our clients are currently invested in:
1 Year – 2020
2 Years – 2019 & 2020
5 Years – 2016 to 2020
*Zurich Insurance Active Asset Allocation Fund – Investment Growth
*Notes: Annual management charges (AMC) apply. The fund performance shown is before AMC. Source: Financial Express. Warning: Past performance is not a reliable guide to future performance. Benefits may be affected by changes in currency exchange rates. The value of your investment may go down as well as up. If you invest in this product you may lose some or all of the money you invest. This Fund has an ESMA Risk Rating of 5 (1 Low to 7 High) as of 31/12/2020.
Do you want to learn more?
We are Central Bank of Ireland approved Advisors with access to thousands of investment fund options designed to meet the needs of our clients. This means we can help you generate an investment return on your Cash.
Our senior investment advisors are Jim Doyle and Michael Coburn who between them have almost 50 years-experience advising clients. Both Jim and Michael specialise in explaining the options available to our clients in a common sense and straightforward way. They like to initially talk things through with you over the phone. They want to get to understand your situation, your circumstances, and your attitude to risk, before they recommend an investment option for you.
Please feel free to contact us by filing in the contact form or reaching out to us at:
Phone: 01 5267770 or 053 9110380.
Serving Dublin, East Coast, Midlands & South East
Wealth Management & Financial Planning
Tax and Inheritance Planning
Starting A Pension
Pension Access & Approved Retirement Funds (ARF)
Defined Benefit Pension Transfer Options
UK to Ireland – Pension Transfer Options
Life / Illness / Income Protection
Michael was able to provide practical steps to make sure this risk was reduced for me and I am happy that I am on the right road. They are always at the end of a phone & very accommodating to meet at short notice to discuss any queries that we may have. I do recommend Guardian Wealth to anybody worried about their pension.
Patricia McCaffrey & Frank Cooney
Cooney Architects, Dublin
Guardian Wealth helped me to understand the immediate and long-term implication of the options available to me and guided me through the process. I would have no hesitation recommending Guardian Wealth.
Jim has been very good to me and has given me great advice over the years. He keeps in touch to give me updates on my pension and he is always available by phone if I have any questions. I am delighted that I am dealing with Guardian Wealth. They are a professional outfit and very straightforward to deal with.