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investment

John’s profile – cautious

John’s profile – cautious

By CK Financial Solutions on November 1, 2013

John is 67 and has an ARF, which is currently valued at €100,000 He has recently retired and has investments in addition to his ARF which he is using for income. John is concerned about the possibility of short term losses and has a low risk tolerance. He prefers non volatile investments but still wants […]

Posted in Case Studies | Tagged finance, investment

I want to buy shares

By CK Financial Solutions on October 31, 2013

Shares We offer an introduction to share dealing services  on behalf of our clients for both frequent and infrequent traders who wish to trade in publicly listed companies. For more information about share dealing contact Sheila or Declan on 044 9330729 or info@ckfinancials.ie AAA C.K. Life Pensions and Mortgages Limited t/a CK Financial Solutions is […]

Posted in Advice | Tagged finance, investment, shares

I want to increase my investment returns

By CK Financial Solutions on October 31, 2013

Investment options We offer a wide range of investment options across different asset classes to suit all budgets and risk profiles. We can build a portfolio that matches any investment profile and can be as simple or as sophisticated as you like. We can access and assess investment options from a number of providers. Deposits […]

Posted in Advice | Tagged finance, investment

Dave’s profile – speculative

Dave’s profile – speculative

By CK Financial Solutions on October 31, 2013

Dave is 35 is paying €1,000 each month into his executive pension fund. His current fund is valued at €200,000. Dave is happy to take more risks in exchange of potentially higher returns in order to satisfy his investment objectives. He is not concerned about the possibility of short term losses and has a high […]

Posted in Case Studies | Tagged investment, pension, retirement, shares

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Tel: +353 (0)44 933 0729 | Fax: +353 (0)44 934 0038 | email: info@ckfinancials.ie

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