Investments
It is important to seek independent advice from a Qualified Financial Advisor WHO IS NOT TIED to any particular Investment Provider or Life Assurer. We are INDEPENDENT BROKERS appointed by the major Life Assurance and Investment Offices and are, therefore, qualified to offer UNBIASED AND IMPARTIAL ADVICE.
Jim Lalor is a former senior manager with a major Irish bank. Lalor Financial Services was established in 2003, an independent financial adviser and broker to provide a service for counties Cavan, Monaghan and Meath. Today, our brief extends well beyond these borders.
Market Knowledge, Experience and Common Sense are the three pillars of successful investment. You do not have to take undue risks to gain good returns on investment over time.
Risk Advice
We regard this as the most important aspect of our service. This means engaging you in a FACT FINDING exercise – a full examination of your financial circumstances – IN ORDER TO AVOID ANY POSSIBLE DAMAGE TO YOUR FINANCIAL WELLBEING or THAT OF YOUR DEPENDANTS. Next, with this information and in consultation with you, we establish a level of risk beyond which, in our opinion, you should not venture – IT MAY WELL BE YOU SHOULD STEER CLEAR OF ANY RISK TO YOUR CAPITAL - WE WILL ADVISE. You will then be in a position to make a well informed investment choice from the choices/options we set before you.
And What Next?
We highlight for you the actual past performances of the leading investment companies over various investment periods. Whilst this should not be the sole criterion by which to choose a provider for your investment it does, nonetheless, provide a starting point for the many other considerations before reaching a decision on what is right for you.
- You may choose from a wide variety of investment classes – equities, property, government gilts, cash, commodities, etc., or any combination of these. And you may further diversify geographically into specific countries, other regions or globally
- Do you want an investment that guarantees full or partial security of your capital?
- Do you want higher returns while at the same time keeping risk within acceptable limits? A combination of equities, property, government gilts, commodities, etc. may be the answer. It’s called “spreading the risk”. We can build a bond to reflect your needs.
- Whatever your capacity or appetite for risk, we will provide an investment to match your investor profile. In keeping with our high standard for the integrity of our advice, we will only make our recommendation following a full assessment of your financial position and your capacity to absorb risk.
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