Our Investment Advisory Service
Authorised Adviser
In addition to our investment training services, The InvestR Centre is also an authorised investment advisor regulated by the Irish Financial Services Regulatory Authority, IFSRA.
For Irish-based members of the web site, we provide a one-to-one investment advisory service with a qualified investment adviser. If you are already a member of the web site and wish to meet with one of our investment advisers, you can click on the above 'Member's Icon' or email us at info@investRcentre.com or call the office on (01) 2871400.
Independence is Rare but it is Guaranteed with The InvestR Centre
The InvestR Centre offers a fee-based service. This guarantees that we will be working for you. In contrast, the majority of financial advisers (IFAs) in Ireland operate on commission payments, in one form or the other, from Irish-based insurance companies and other product providers. The acceptance of upfront or trailer commissions turns many financial advisers into sellers. If they are sellers, then it is difficult for them to be working as your adviser.
Most other professional services are fee-based like accountants, tax advisers, solicitors and doctors etc – why should financial advice be any different. We don’t think it should!
One-to-one Investment Advice
When you meet with an authorised investment advisor, the major areas he/she will cover with you include;
- Completing a thorough assessment of your financial circumstances
- Assessing your risk tolerance profile
- Advising on an appropriate asset allocation mix between cash deposits, property, government bonds, commodities and equities suitable to your financial circumstances and risk tolerance profile
- Selecting investment products (funds) from the wide range of investment products available either domestically or internationally and/or a portfolio of direct share investments suitable to your risk tolerance and financial circumstances
- Providing advice on how to set up a pension plan
After an initial client meeting, ongoing advice is provided either through further one-on-one meetings or by conference call.
Costs
An initial meeting with an authorised investment adviser can last anything up to two hours and costs €399 including VAT. Ongoing advice is charged at €242 including VAT per hour.
One to One Investment Advice