Investments
 

As a Muliti Agency Intermediary, regulated by the Central Bank of Ireland, we are able to offer a complete range of Investments to our clients. Before offering an Investment recommendation we complete an Investment review that covers all existing investments that clients currently hold so that an appropriate recommendation for new investments is made. This ensures that clients are inclined to make investments that match their own risk and reward rationale

In addition Omega clients receive valuations annually and are regularly updated as new investment opportunities arise which may be appropriate to their risk level. Investing through Omega Financial Management does not cost more than buying direct, in fact it is often the case that the opposite is true.


Investment Products


  • Deposit accounts
  • With Profit Bonds

  • Unit linked Funds
  • Tracker bonds

  • Savings plans
  • Share Dealing Orders


These products are made available to us through the following product producers:

  • Irish Nationwide Building Society
  • Caledonian Life
  • Hibernian
  • New Ireland
  • Irish Life
  • Canada Life
  • Scottish Provident
  • Standard Life
  • Eagle Star
  • Friends First
  • Campbell O'Connor Stockbrokers

 

At present we are recommending the following low-medium risk Investment products to our Clients. Please have a look at the relevant prospectus below and one of our trained Investment consultants will meet with you to discuss which is more appropriate to your individual needs:


1. Friends First Insight Currency
(PDF 273 KB)
pdf
 
 
2. BCP Split Deposit Bond 11b
(PDF 273 KB)
pdf
 
 
3. Friends First Protected Equity+2
(PDF 273 KB)
pdf
 
 
4. Standard Life Global Absolute Return Strategies Fund
(PDF 273 KB)
pdf

 

 


 











OFM Financial Ltd trading as Omega Financial Management is regulated by the Central Bank of Ireland.
Registered in Ireland. Registration Number 226937