Our Investment Advisory Service
Authorised Adviser
In addition to our investment training services, GillenMarkets is also an authorised investment advisor regulated by the Central Bank of Ireland.
For Irish-based members of the web site, we provide a one-to-one investment advisory service with a qualified investment adviser. If you are already a member of the web site and wish to meet with one of our investment advisers, you can click on the above 'Members' Icon' or email us at info@gillenmarkets.com or call the office on (01) 2871400.
Independence is Guaranteed with GillenMarkets
GillenMarkets offers a fee-based service. This guarantees that we will be working for you. In contrast, the majority of financial advisers (IFAs) in Ireland operate on commission payments, in one form or another, from Irish-based insurance companies and other product providers.
The acceptance of upfront commissions turns many financial advisers into sellers. If they are sellers, then it is difficult for them to be working as your adviser. Most other professional services are fee-based like accountants, tax advisers, solicitors and doctors etc - why should financial advice be any different? We don’t think it should!
One-to-one Investment Advice
When you meet with an authorised investment advisor, the major areas he/she will cover with you include;
- Completing a thorough assessment of your financial circumstances.
- Assessing your risk tolerance profile.
- Advising on an appropriate asset allocation mix between non-risk assets (mainly cash deposits and short-dated government gilts/bonds) and risk assets including equities, property, long-government bonds, commodities and a range of alternative risk-asset types suitable to your financial circumstances and risk tolerance profile.
- Selecting investment products (funds) from the wide range of investment products available either domestically or internationally and/or a portfolio of direct share investments.
- Providing advice on how to set up a pension plan.
After an initial client meeting, ongoing advice is provided either through further one-on-one meetings, by email or by conference call.
Costs
An initial meeting with an authorised investment adviser can last anything up to two hours and costs €499 (inclusive of VAT at 23%). This fee also includes a follow-on report which summarises the points agreed at the meeting along with an outline of action points and a tailored investment solution where necessary. Ongoing advice thereafter is charged at €250 per hour (inclusive of VAT at 23%). A fuller outline of the service is available for review in the attached document, which can be downloaded or printed off. To avail of this service you need to be a member of GillenMarkets's online Independent Investment Advisory Service.
Send an email to info@gillenmarkets.com or call us at (01) 2871400 to arrange an appointant.
Investment Advisory Service (277.3 KB)