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Investments

Successful investing is about more than chasing returns; it’s about creating a strategy that aligns with your goals, lifestyle, and long-term financial future.

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Personalised Investing

Investment strategies built around you

At our firm, we provide personalised investment advice designed to help you grow and protect your wealth over time. Whether you are investing a lump sum, building wealth through regular savings, or looking to make better use of your existing assets, we help create investment solutions tailored to your individual needs.

We take a disciplined and transparent approach to investing, focusing on long-term outcomes rather than short-term market movements. Our advisers work closely with you to understand your financial objectives, time horizon, and attitude to risk before recommending a suitable investment strategy.

What we offer

Our Investment Services Include

  • 01 Lump sum investment advice
  • 02 Regular savings and investment plans
  • 03 Investment portfolio reviews
  • 04 Risk-profile assessments
  • 05 Diversified portfolio construction
  • 06 ESG and sustainable investment options
  • 07 Ongoing portfolio reviews and adjustments
Family Wealth Planning

Bare Trust Investments

Bare Trust Investments are commonly used in Ireland as a tax-efficient way for parents, grandparents, or family members to invest on behalf of a child.

Under a Bare Trust arrangement, investments are held by an adult trustee for the benefit of a named child beneficiary until they reach adulthood. The assets legally belong to the child, while the trustee manages the investment until the beneficiary becomes entitled to access the funds.

Bare Trusts can form part of a broader long-term savings and estate planning strategy.

Common Uses

  • Saving for a child’s future
  • Education funding
  • Gifting and inheritance planning
  • Long-term family wealth planning

Key Features

  • Investments held for the benefit of a child
  • Trustee controls the investment until maturity
  • Flexible contribution options
  • Potential long-term investment growth
  • Can support intergenerational wealth planning

Tax Considerations

Bare Trust Investments may offer tax planning advantages when structured appropriately. Small gift exemption thresholds and Capital Acquisitions Tax (CAT) considerations may apply depending on contribution levels and family relationships.

As taxation rules can change and individual circumstances vary, professional financial and tax advice is important when establishing these arrangements.

Long-Term Family Planning

Bare Trust Investments can help families take a structured approach to building financial security for future generations while supporting broader estate and inheritance planning objectives.

Why Clients Work With Us

The advice you deserve

Investing is a journey, not a once-off decision. We are here to help you navigate changing markets, evolving goals, and opportunities with clarity and confidence.

Work directly with Georgina Roche, guided by our Safeguard, Build, Sustain ethos.

  • Personalised financial advice
  • Independent and objective guidance
  • Clear investment strategies
  • Ongoing support and reviews
  • Long-term relationship focused approach
Market & Fund Updates

Bitesize updates on markets and funds

Short, digestible video updates on markets and fund performance from Aviva Investors’ Multi-Asset Fund Solutions team.

Video provided by Aviva. The value of investments may fall as well as rise and you may get back less than you invest.

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