Frank Lenny Financial Services are authorised deposit brokers and are able to achieve excellent terms for deposit clients. The firm currently holds agencies with Permanent TSB, EBS Bulding Society and The Leeds Building Society. Strong guaranteed rates are available for risk averse clients over the following terms.
- On call/demand
- 30 day notice variable
- 90 day fixed rate
- 6 month fixed rate
- 9 month fixed rate
- 11 month fixed rate
- 12 and 18 month fixed rate
We also advise clients who wish to take on some level of risk, or have some exposure to world markets.We have access to a wide range of differing type of bond/tracker Investments across many competing financial institutions. Before advising on such Investments we conduct a thorough financial factfind with our clients, and consequent advice factors in appropriate variables such as the clients age, risk profile, investment experience, personal objectives,and overall financial position. It's a safety first approach with the Central Bank of Ireland's policy on advising older clients (55 and over) very much to the fore.
Client Protection; The Firm is a Member of the Investor Compensation Scheme with the Investor Compensation Company Ltd. The Firm is also covered by the Irish Broker's Association(IBA) Compensation Scheme for it's member firms. Finally the Firm holds Professional Indemnity Insurance in the amount of 1,500,000 Euro.
Frank Lenny Financial Services offer a range of regular savings contracts with a number of institutions. So if you wish to save for any special event eg. house deposit, holidays, weddings etc contact us today and we will send you out a special pack.
Features include access to
- a wide range of managed funds
- low charges/entry costs
- Funds switching
- partial encashments
Existing Deposit/ Investment Clients
We carry out reviews on an ongoing basis to ensure clients remain on track to achieve their long term financial goals. The reviews cover;
- Changing attitude to risk
- Changing markets / returns
- Changes in legislation/ allowances
- Income changes