Savings & Deposits Savings
Accounts You have worked hard to save money. Let us work hard to help your money work harder for you In these changeable times and under current circumstances people are looking for guarantee’s. Whelan Life & Pensions are perfectly positioned in the market place to give expert advise in relation to uptodate information with regards to deposits and government guarantee’s, let us help you put your monies where best placed to give excellent returns whilst keeping your funds within the Government guarantee scheme.
We have found over the past year that alot of people are more willing and or open to change, in all facets of their finances. Traditionally most people have saved with their current account provider, receiving derisory rates on their deposit accounts.
Inertia or fear of calling into their bank or form filling has been the most consistent reason we have received for not moving money to a better deposit account. We do not handle your money it is moved from your current provider to a new provider directly.
We have tried to fill the gap for our clients here, in that we will call to your work or home and complete the documentation with you in a clear and consise fashion. We can discuss with you what your needs and goals are and pick the bank that suits you and your circumstances while improving the rate on your deposit. We generaly recommend the placement of all deposits with Irish & Foreign Banks covered under the Government State Guarantee scheme to ensure that our clients have peace of mind in relation to their deposits aswell as a good mix of competitive deposit interest rate.
We can monitor the rates applicable to your account if you require a monthly, 3 monthly. 6 monthly or 9 monthly or 1 year rate or 3 and 5 year rates to avail of the ELG scheme. Please call us and we can discuss which rate is suitable for your circumstances.
We provide this service for the following different category of client. We complete all the paperwork, but the deposit is directly with the Bank and you as client.
- Personal Deposit Accounts
- Personal Regular Saver Accounts
- Company deposit accounts
- Charity deposit accounts
- Management Company deposit accounts
- Sole trader tax holding accounts
- Pension deposit accounts
- ARF deposit accounts
- AMRF deposit accounts
Whelan Life & Pensions has grown strongly by referrals from you our clients. If you like the way we do business, please recommend us to your clients, colleagues and friends. We realise that when you recommend us, you stake your own reputation. Therefore, we shall always follow up your referrals quickly and keep you informed. Likewise, whenever possible we aim to reciprocate and recommend clients of Whelan Life & Pensions to our various contacts.