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Investments

Investments overview

At WP O’Reilly & Associates Ltd, we offer comprehensive investment advice tailored to your unique risk tolerance. Whether you have a lump sum to invest or prefer to save regularly, we provide a wide range of options to suit your needs.

FAQ

Have a question about investments?

Talk to the investment experts

Whether it is a lump sum you have to invest or you want to save on a monthly basis, we offer a full range of options.
An in-depth understanding of clients’ investment objectives, risk profile, time frame and overall financial structure is the foundation of our investment approach.
Book a free consultation

Frequently asked
questions

An investment policy is a plan you can put in place and should be viewed as medium to long term investment (we would recommend a minimum of 5 years).

This means putting a lump sum and/or regular savings in an investment fund with the potential to grow the fund further.

Whether you have a lump sum to invest or prefer to save regularly, we can provide a wide range of options to suit your needs.

  • Minimum savings from €50 per month
  • Minimum lump sum investment amount of €20,000

At WP O’Reilly & Associates, we offer comprehensive investment advice tailored to your unique risk tolerance. We will conduct a full review with you to understand your individual circumstances and attitude to risk, which will allow us to recommend the most suitable products and funds for you. 

There are various savings plans available in order for your to invest your child benefit payments or regular savings towards your child’s future education costs.

If this is something you are interested in setting up, please get in touch and we would be more than happy to assist you.

Depending on your individual circumstances, we will be able to advise you on the various options available to you. 

Start Simplifying Your Finances Now

Our personalised solutions and expert guidance are here to support you every step of the way.

Chat to an expert

Join others on the journey to financial wellness today.

WP O’Reilly & Associates Ltd stand as one of Ireland’s foremost professional firms of financial advisers. Specialising in Pensions, Investments, Protection, and Mortgages
WP O’Reilly & Associates Ltd trading as WP O’Reilly & Associates is regulated by the Central Bank of Ireland. WP O’Reilly is a company registered in Ireland. Registered Office: Berkeley House, Ballybin Road, Ashbourne, Co Meath. A84VY66. Directors: P.O’Reilly, N.O’Reilly, B.Gaffney. Company Reg No. 99090.

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