Savings & Investments

Putting your hard-earned money to work

Savings

We have a number of options for people who are looking to save regularly. The option you take should depend on the amount of risk you are willing to accept on the capital you are putting into the plan and also the interest expected.

We specialise mainly in people who wish to save long-term and are willing to accept the risk that there is no guarantee on the money put into the plan or the amount of interest achieved.

We do provide a service where we will meet our clients and review their plan bi-annually or annually, whichever they prefer, and they can view their own plan at any time as well to keep an eye on how it is doing. To find out the most suitable plan for you contact us.

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Investments

Most people will have some form of savings in place. Savings can be for a specific purpose, like paying for your children’s education or paying off your mortgage early. You may just want to build up a rainy day fund that can help you deal with unexpected costs or finance some home improvements. Or you may already have a lump sum that you want to put aside for the future.

You have worked hard for your money so it is important that you have someone who is willing to work hard to help you generate decent interest on your investment to help it increase in real terms.

It might be time to look into a long-term plan for your savings. Longer term savings typically involve some element of risk. While the majority of investment products involve an element of risk, over the longer term they may give you a better return than a simple savings account.

We do provide a service where we will meet our clients and review their investment bi-annually or annually, whichever they prefer, and they can view their own plan at any time as well to keep an eye on how it is doing.

With any investment product you need to thoroughly consider the level of risk involved and we have risk assessments tools to help you gauge what level of risk you are willing to take.

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What our customers are saying…

“We were delighted with the service provided by OBG. To put it simply, they did everything for us, including dealing with the banks and life assurance and they endeavoured to get us the best deal for each policy. They were very accommodating, meeting us at locations convenient to us and clearly explaining all of our options in an uncomplicated manner. It took a lot of the stress out of the whole process and we would definitely recommend their services.”

CiaraSligo June 15

“A big thank you to Pauric and all the team in OBG. When I called in my finances were in a bit of a mess. You reviewed all my policies and were able to tell me what I should do and brought to my attention the importance of things like conversion options! Best of all you were able to save me money and give me more cover! Many thanks again and I look forward to doing business with you again in the future.”

GerSligo May 15

“We thought organising a mortgage would be an ordeal. I’d heard so many horror stories that I looked for some independent advice before starting the process. Eight weeks after first approaching Oates Breheny Financial Services I had completed the purchase of my first house, and wondered what all the fuss was about. Shane not only gave me good sound advice, but made the full application on my behalf, chased the Banks for us and helped get us the best deal on our insurances. I have since recommended him to all my friends.”

SinéadSligo March 15

“Thanks just seems so small for all you have done for us! We appreciate so much all the work put in on our behalf to get our mortgage and help us through the whole process, you went over and beyond. I will be recommending you to my friends.”

AislingSligo June 14

“Thank you for your help this year. We appreciate it. We have settled into our new home nicely! If we buy any more houses we will definitely come to you”

GerardDublin via email feedback

“Thank you to all the mortgage team in Oates Breheny Group. People told us it would be difficult to get a mortgage to complete a property but from the time we met, you put us at ease and worked on our behalf to make sure we got our mortgage. Having experts do all the mortgage work for us was a great relief and we will recommend you to all our family and friends.”

MarkSligo Jan 14

Mortgages

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