Keane Pension & Investment Consultants Limited offer broad based investment advice to a wide range of clients including Corporate Clients, Credit Unions, and Charities. We understand that every client is different and their objectives can differ greatly to others. There are various investment options available depending on the clients requirements and attitude to investment risk.
- Fixed Term Deposits – provide a fixed interest rate for a set period of time. By locking funds away for a fixed term you will generally be offered a higher deposit rate.
- Capital Secure Bonds and Structured Products – the investment term is typically medium term, approximately 5 years. At the end of the term partial/full capital protection is in place which will return part or all of your initial investment along with any growth achieved by the bond.
- Investment Funds – have open ended terms and offer various investment fund options allowing you to invest in particular asset classes or a mix of Equities, Property, Cash, Fixed Interest Securities, and Commodities.
Investor’s financial plans and objectives differ greatly however all have a common goal; to obtain the maximum return on their investment, in exchange for a suitable level of risk over an appropriate investment term.
If a client requires assistance in identifying their financial objectives, we recommend a detailed discussion and completing a comprehensive Factfind with one of our Financial Advisors/Consultants. Upon review, your Advisor/Consultant will provide you with an investment recommendation that will meet your specific needs.
We hold agencies with all of the major Life Assurance Companies, Banks, and a number of niche product providers to ensure we offer a comprehensive investment advisory service to all of our clients.