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Savings and Investment Advisor
Secure Your Financial Future With ERM Financial Services
Tailored savings and investment plans to meet your needs. Start planning today!
Savings and Investment Advisor Services
Regular Savings Plan
Start a regular savings plan to build your wealth steadily over time. Our tailored plans are designed to suit your financial goals and lifestyle.
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Lump Sum Investment
Have a lump sum to invest? We can help you make the most of your money with expert investment advice and diversified options.
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Children’s Savings Plan
Ensure a bright future for your children with specialised savings plans. Start saving today to fund essential milestones over the course of their lives.
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Saving for Your Children’s Education
One of the most significant investments you’ll make for your children. Education savings plans are designed to help you accumulate funds efficiently.
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Get Your Money Working For You With A Financial Advisor You Can Trust
At ERM Financial Services, we have been helping clients achieve their financial goals since 1993. Our team of expert advisors works with your best interests at heart. We offer a range of savings and investment solutions designed to secure your financial future. Trust us to guide you through every step of your financial journey.
Trusted since 1993
Client-focused approach
Comprehensive financial solutions
Book a consultation with one of our financial advisors today, via our contact form, via sales@ermfinancialservices.ie or call on 01 845 4361.
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Regular Savings Plan
No matter what your financial goals may be—preparing for a new home, planning a dream wedding, or safeguarding against unexpected circumstances—a well-thought-out savings plan can be the key to achieving them.
By starting a Regular Savings Plan, you can witness the growth of your savings over time. Consistently setting aside a portion of your income, your savings are invested in a range of investment funds, each selected based on your risk profile.
Our investment experts are here to guide you towards the optimal savings strategy, ensuring you can confidently reach your savings goals. With our Regular Savings Plan, you get:
- Flexible contribution amounts to suit your budget
- A variety of fund options to match your risk tolerance
- Regular performance reviews and adjustments to keep you on track
- Access to expert financial advice whenever you need it
Lump Sum Investment
Is your money sitting idle in a low-interest bank account? It’s time to make your money work harder for you.
If you have a lump sum of money to invest, such as an inheritance or existing savings, our Lump Sum Investment solutions provide greater potential for growth.
We offer a range of investment funds tailored to your risk profile, making it easier for you to achieve your long-term financial objectives. Whether you’re looking to invest for five years or more and have over €5,000 to invest, our Lump Sum solution is designed to meet your needs.
With the flexibility to switch and reallocate your investments among various funds, you have full control over your portfolio. Monitor the value of your investment bond at any time, ensuring transparency and convenience throughout your investment journey. Our Lump Sum Investment plan includes:
- Expert advice on selecting the right investment funds
- Regular updates and transparent reporting
- Flexibility to switch funds as your needs change
- A personalised investment strategy based on your risk tolerance
Children’s Savings Plan
Start securing your child’s future today to provide them with the best opportunities in life.
By taking action early and beginning your savings journey now, you can maximise the financial support available to them. ERM Financial Services offers a wide range of investment funds for you to choose from, ensuring optimal growth potential over the years.
Through our Children’s Savings Plan, you have the opportunity to build a dedicated fund for your child. Moreover, by assigning the plan to your child, you can leverage the annual Gift Tax exemption of €3,000 from any individual (€6,000 from a married couple). Our Children’s Savings Plan offers:
- Tailored investment options to maximise growth
- Flexibility to adjust contributions as needed
- Potential tax benefits through Gift Tax exemptions
- Guidance from financial advisors to ensure the best outcomes for your child’s future
Our investment experts are here to assist you every step of the way, ensuring you make the most informed decisions for your child’s financial well-being.
Saving for Your Children’s Education
Education is one of the most significant investments you’ll make for your children. Our education savings plans are designed to help you accumulate funds efficiently, ensuring your child has access to the best educational opportunities.
With rising costs of education, starting early can make a big difference. Our plans offer a variety of investment funds to choose from, each tailored to different risk profiles. Our Saving for Education plans include:
- Customizable contributions to suit your budget and timeline
- A range of investment options to match your risk appetite
- Regular updates and financial advice to keep your plan on track
- Flexibility to adjust your plan as your needs change
How It Works
Put your best foot forward. Get started today!
Step 1: Consultation
Schedule a meeting with one of our expert advisors to discuss your financial goals.
Step 2: Custom Plan
We will create a personalised savings and investment plan tailored to your needs.
Step 3: Implement
Our team will guide you through the process of implementing your plan.
Step 4: Monitoring
We continually monitor and adjust your plan to ensure it remains on track.
Why Choose ERM Financial Services?
Financial Advice Designed Around You!
Experience: Over 25 years in the financial industry.
Expertise: Highly qualified advisors dedicated to your financial success.
Personalised Service: Custom solutions tailored to your unique financial needs.
Trust: A reliable partner with your best interests at heart.
Get Started
Ready to take control of your financial future? Contact us today to get started!
Phone: (01) 845 4361 | Email: sales@ermfinancialservices.ie