Investments

In an ever-changing and complex investing environment, it can be a daunting task to identify and understand where the best opportunities might lie. If you’re looking to preserve investments or grow your wealth but you don’t have the expertise, time or the inclination, we can help you. Our job is to understand your objectives and concerns and to create a portfolio appropriate to your specific circumstances. We will show you all the options, explain exactly what each means, and make sure you are confident about your eventual decision.

There are many factors that will be unique to you, such as:

• Why you are investing – to protect, grow or draw income from your portfolio
• How long you are looking to invest for
• Your capacity for and attitude towards taking risk
• How much you have available to invest

We can advise you on every type of investment, from large lump sums to share-dealing accounts to a regular savings plan for your child’s education. Saving and investment provisions are important for peace of mind; straightforward deposit accounts are ideal for instant access to a rainy-day fund, but most don’t grow in line with inflation so are not suitable for long-term savings. Balancing your short and long-term objectives is essential to optimising returns. However, the most important aspect of investing is to ensure that you are comfortable with where you are putting your money. Your saving and investment decisions should reflect how you feel about risk, and you should understand exactly where your money is and what it’s doing for you.

Warning: The value of your investment may go up as well as down.

There are many options for investment management in Ireland. Here are a few options you may want to consider:

1. Hire a financial advisor (or ProgressiveFS): A financial advisor can help you develop a financial plan and recommend investments based on your goals and risk tolerance.
2. Use a robo-advisor: A robo-advisor is an online investment management service that uses algorithms to create and manage a portfolio for you.
3. Invest through a mutual fund or exchange-traded fund (ETF): These types of investment vehicles allow you to invest in a diversified portfolio of stocks, bonds, or other assets.
4. Invest in individual stocks: If you have a high risk tolerance and want to have more control over your investments, you can choose to invest in individual stocks.

It’s important to consider your financial goals, risk tolerance, and investment horizon when deciding how to invest your money. It may be helpful to speak with a financial professional to determine the best investment strategy for you.

There are many financial services firms in Ireland that offer investment management services away from ProgressiveFS. These firms typically offer a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), individual stocks, and other securities. Hopefully, our tips below will help with your investment plan.

When choosing a financial services firm for investment management, it’s important to consider the following factors:

1. Reputation and experience: Look for a firm with a good reputation and a track record of success.
2. Fees: Different firms charge different fees for their investment management services. Make sure you understand the fees being charged and whether they are reasonable.
3. Investment strategy: Consider the firm’s investment philosophy and whether it aligns with your own investment goals and risk tolerance.
4. Customer service: Choose a firm that is responsive to your needs and provides good customer service.

It may be helpful to speak with a financial professional or do your own research to determine the best investment management firm for your needs.