One of our principle areas of expertise is Wealth Management. Traditionally, Irish people always thought that Bricks & Mortor were the best places to invest their hard earned cash. This dream evapaorated when the economic crash came and whilst property should form part of any balanced portfolio, it should not be your only form of Wealth preservation and management.
At Cowan's we can guide you through the best methods of Wealth preservation and management whether your portfolio is €5,000 or €5m or more.
We will conduct a full fact find with you to evaluate your tolerance to risk and come up with a plan to help you to preserve and manage your wealth.
The initial fact find is free of charge. Further work on an "advice" basis will cost you for the time only that we invest in you.
Please remember unit prices can fall as well as rise and as with all such investments, your capital is at risk if you invest in a product that does not carry a guarantee.
Here at Cowan's, we can find you a home for your Investments & Savings that will suit your risk appetite.
All of our advice is on a Fee only basis which we will agree with you before placing your hard earned cash for you with the relevant Institution. Any commission earned from these products is either rebated or split with the client on an agreed basis.
There will be no hidden charges or hidden commissons paid to Cowan Insurance Brokers Ltd.
At Cowan Insurance Brokers Ltd., we can offer you a range of price and product offerings from dozens of different products on offer in the market and can tailor one to suit your needs.
Call us now on 046 9022467 for a quotation.
27th January 2016