Our investment team will take the time to understand your investment objectives and will discuss the most suitable options available to you.
What We Offer
The firm has a wide range of investment products on offer, from some of the largest life assurance providers in the market. Our team will take the time to understand your investment timeline, your comfort level with financial risk and volatility as well as your overall investment objectives and assist you in choosing the most appropriate options for you. From Multi-Asset funds to Property or With-Profit funds, we have access to a very broad range of options to suit your needs.
Before advising on any investment products, we conduct a thorough financial fact find with our clients, and consequent advice factors in appropriate variables such as the clients age, risk profile, investment experience, personal objectives and overall financial position.
Safety First Approach
It’s a safety first approach with the Central Bank of Ireland’s policy and guidance on advising older clients (55 and over) very much to the fore. The Firm is a Member of the Investor Compensation Scheme with the Investor Compensation Company Ltd and the firm also holds Professional Indemnity Insurance, as required by the Central Bank of Ireland.
Frank Lenny Financial Services offer a range of regular savings contracts with a number of institutions. So if you wish to save for any special event eg. house deposit, holidays, weddings etc contact us today and we will send you out a special pack.
& managed funds