Investments

At PPS Delaney Life & Pension Consultants Ltd. our investment philosophy is based on a structured, and risk controlled approach to portfolio management.
Investing money is an important part of your financial security planning. All too often people adopt a product-led approach to investing rather than seeking and adopting a ‘best advice’ approach to investment decisions. Where and how you choose to invest will have an impact on the return generated.
In the current environment, the return on deposit accounts is barely beating inflation so they are not an ideal vehicle for long-term investment or wealth accumulation. To maximise returns you need to consider other investment options.
Your financial goals, current financial situation, investment experience, time horizon and attitude towards risk all determine your investment “personality” and the investment option that is best for you. The process of establishing attitude to risk can be fairly subjective, but an investment recommendation cannot be appropriate or robust without some attempt at assessing risk tolerance. We go through a process called a ‘fact-find’ before advising clients. This is an important process in defining the investment characteristics of a person and relating this to an investment proposal. In order to protect our ‘clients’ capital and enhance their wealth.

For information, advice or a quotation please use the contact us form here or email info@ppsdelaney.ie.