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Financial Services / Investments
BDO Simpson Xavier Financial Services Investment Division provides advice and administration on all aspects of Investments. We place particular emphasis on research, and risk analysis in order to provide balanced and personalised client portfolios. Our Investment Division provides clients with a range of supports that ensure you receive independent and unbiased advice. Our network of partners ensures you have access to the widest range of Investment products available. BDO Simpson Xavier Financial Services access to product and tax advice also provides you with the additional comfort of knowing you are dealing with the top professionals in this field.
BDO Simpson Xavier is authorised to carry on investment business in the Republic of Ireland by the Institute of Chartered Accountants and by the Financial Services Authority in the United Kingdom.
BDO Simpson Xavier Financial Services Investment Division provides a range of services to clients which include the following;
- Independent research and risk assessment of products available to you
- Administration of investments on your behalf
- Regular valuation updates
- Access to the leading tax professionals in the country
When considering how to build an Investment Portfolio we will work with you to examine the following issues.
Step 1: Establish your objectives
Fund for early retirement, to build an investment portfolio, to fund your own business, etc.
Security of Capital/Return on Investment:
Decide on the degree of security in the investment that you may or may not require as this will be closely linked to the potential level of return.
Term:
Determine the length of time you can commit funds. This will guide which investment products your funds will be suited to.
Income:
You must factor in if a regular stream of income is required
Taxation:
The yield on investments can be liable to tax ranging from 42% to zero. We will advise which options will reduce your tax liability.
Step 2: Review you investment options in conjunction with our Investment Division
After considering the above criteria you will be in a better position to determine which of the following options could be considered:
Guaranteed/Secure
- Government Stocks, Fixed Interest/Deposit, Post Office, Guaranteed Bonds ,With Profit Bonds
Low/Medium Risk
- Unit Linked/Specialist Funds, Unit Trusts, Tracker Bonds
Medium/High
- Equities - Irish & Overseas
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