- Deposit rates are at an all-time low and, indeed, some banks are beginning to charge customers for the privilege of holding their savings on deposit accounts.
- You can save by investing lump sums or making regular savings into Savings Plan.
We have helped 1,000’s of individuals like yourself get a better
return on their investment. We would like to help you too..
You are invited to a Free Consultation with a CU Insured highly Qualified Financial Advisor in private at your preferred location. We will discuss your questions and provide you with solutions.
At CU Insured we make it very easy for you. We meet you and find out what you need. After this we look at
your situation and do a review to see how we can help you.
We can meet you at your local credit union, or at home, or at an alternative location – the important thing is that it suits you.
We understand that people lead very busy lives and can’t always take time off work to come into town.
Your initial meeting will last between 30-45 minutes.
We want to ensure we spend sufficient time with you so as we understand your circumstances and your objectives
We would ask you to bring along any existing policies that you would like us to review for you to this meeting
Relax – we won’t expect you to make any decisions to purchase any products or services at this meeting
We may come back to you and ask you for some more information if we feel it is important in finalising our recommendations to you.
We will use our expertise and experience to evaluate all of the options available in the marketplace in order to recommend a proposal that best suits your specific needs.
We will keep you informed of our progress during all stages of this process
We will arrange a suitably convenient time and place to meet you in order to present our recommendations to you.
We will document, in plain English, our proposals and have a copy available for you to take away.
We will disclose all fees and/or commissions we will earn from our nominated Product Provider in order that you can be sure of our transparency and honesty.
Review needs on an annual basis at face to face meeting.
|Education||:||MSc (Hons) Financial Services,
Gurranabraher and Ballincollig Credit Union's, Cork
Tallaght & District, Tallaght West, Greenhills, Donore Dublin, Athlone
Ashbourne, Malahide, Trinity, Monaghan
St. Ailbes, Roscrea, St Dominc's, Lisduggan, Tramore
|Education||:||QFA, RPA, CUC, CUG