- Deposits
- Tracker bonds
- Insured Products-Unit Linked
- With Profits Funds
- UCITS
- Stocks and Shares( Access to share portfolios via Davy Select, Merrion and Cantor) Check up to date share prices and/or access your portfolio by clicking Davy Select tab below.
- We also provide German property investments and tax based investments. For more information on these please see Specialist Investments.
Please be advised above are just some current examples from different product providers, and are for illustrative purposes only. We cannot provide/ give advice on these products until we get further information from you. See questionnaire below.
Please also note that we do offer the option to you to pay for the advice we give. Generally we receive commission(at no extra cost to you) from life company/product provider we recommend, but there is the option for you to pay us separately. Fees for this type of payment can be found in our terms of business, which can be located at bottom left of screen.
We will only make suggestions once we have identified your:
Time Horizon
Attitude to Risk / Reward
Investment Experience
Tax Situation
Income Needs
| Level of Risk | Indicator | Are you? |
No Risk | Indicates a guarantee of capital with the likelihood of a small gain | Minimum Risk Taker Small Gain |
Low | Indicates a guarantee of capital with potential for modest growth. | Cautious Low Risk Taker |
Medium | Indicates a possible loss of some capital in return for good potential growth in medium term. | Moderate Risk Taker |
High Risk | Indicates potential significant loss of capital in return for potential high growth. | Aggressive Investor Higher Risk Tolerance |