071 913 0640   086 259 1302   info@eugenegilligan.ie

Wealth Management

Wealth Management starts by developing a plan

A plan that will maintain and increase the client’s wealth based on that individual’s financial situation,
goals and comfort level with risk.

After the original plan is developed, regular meetings are held with clients to update goals, review and re-balance the financial portfolio, investigate whether additional services are needed and ideally, follow clients throughout their life.

RISK INFORMATION

In financial markets, higher returns are associated with higher risk or volatility.
There is no such thing as a risk-free product.
We will show to you the potential pluses & minuses of investment so you can make an informed decision with a risk level that you are comfortable with.

DIVERSIFICATION

Investment risk can be reduced by means of diversification.
The simplest example of diversification is provided by the proverb ‘Don’t put all your eggs in one basket’.
Dropping the basket will break all the eggs. Placing each egg in a different basket is more diversified.
There is more risk of losing one egg, but less risk of losing all of them.

ASSET CLASSES

An asset class is a group of securities that have similar financial characteristics, behave similarly in the marketplace,
and are subject to the same laws and regulations.
The 3 main classes are equities (stocks), fixed-income (bonds) and cash equivalents.

DEPOSIT ACCOUNTS

A deposit account is a savings account that allows money to be deposited and withdrawn by the account holder.
Deposit accounts are a low risk investment but as a result long term growth is also low.
There are 3 main types, Demand, Notice and Term/Fixed-Rate.
Suitability for you depends on access requirements, the notice required and the rate of interest paid.

 

Warning: The value of your investment may go down as well as up.
Warning: If you invest in these products you may lose some or all of the money you invest.

 

Eugene Gilligan
Financial Advice and Services
Knockbeg West, Collooney Co.Sligo.
Office: 071 913 0640
Mobile: 086 259 1302

Charges

Latest News

Terms & Conditions


Privacy Policy


Terms of Business


Charges


© 2015 Eugene Gilligan