Investments / Savings:

Whether you are saving for a holiday, a new car, a wedding or that “rainy day” we can provide you with a solution to meet your needs. Our savings and investment products start from as little as €50 per month or you can make a once off lump-sum payment or if you wish you can even combine the two.

We have access to a number of guaranteed investment plans as well as high risk funds with the potential to generate higher returns (and also losses). By assessing your needs and attitude to risk we can find you the perfect balance and the most suitable investment product for you.

Our assessment will look at the following points in order to ascertain which products are best suited to you:

• Your current financial circumstances (where you are at now)

• Your plans (what you are saving/ investing for – what return you wish to achieve)

• Your attitude to risk/ reward
• Our recommendations
• Regular reviews (because your circumstances may change)

I would like to discuss investments - what should I do next?

1. Call Heritage Insurance Brokers on 01-6911017 to discuss your investment needs and to book an appointment.
2. Drop us an e-mail at: savingsinvestments@heritageinsurancebrokers.ie
3. Complete your details on our "investment quote" page and one of our finacial advisers will contact you to discuss your investment needs and book an appointment at a time that suits you.