Regular savings

A dream holiday? A new car? A business idea? A regular savings plan is a disciplined way to build a lump sum.

We can advise you on a range of medium-to-long-term savings plans from international and local providers. Our experienced consultants can help you to find:

  • tax-efficient savings products that help you to stay ahead of inflation
  • savings products which suit your needs in terms of flexibility, portability and choice of currency
  • a secure home for your money

Just as importantly, we can help you to review your savings plan regularly. Within the context of changing economic and tax climates, and your personal circumstances.

Click here to arrange an informal chat about regular savings plans or to get an independent review of your current arrangements

You may be interested in some of our related services:

Investments Retirement planning Education fees planning

Investments

If you have funds you can afford invest for the long term, we can help you with investment strategy and building a portfolio of investments to suit you.

Find out more
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F&N Investment Portfolio Management

None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment. You should satisfy yourself, with your financial advisor, that the products and services offered are suitable for you and that you are not prevented from accessing such services or products by restrictions placed on you by the relevant fiscal authorities in your normal place of residence nor that it is unlawful for you to participate in such products or services as may be stipulated within the laws of the country, state or jurisdiction where you may either be a citizen or normally reside.

You should bear in mind that the value & prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging Markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.