Expert investment advice
Build and protect your wealth with personalised investment guidance backed by over 25 years of market experience. Our advisors combine deep market knowledge with clear, actionable recommendations to help you achieve your financial goals.
Open the door and start your journey
Investment solutions
Multi-asset funds for diversified growth
Property investment opportunities
With-profit funds for stable returns
Regular savings plans
Tailored investment solutions through Ireland's leading providers
Our advisory approach
Thorough Financial Assessment: Understanding your complete financial picture
Risk Profiling: Determining your comfort level with market volatility
Goal Setting: Establishing clear investment objectives and timelines
Strategy Development: Creating personalised investment plans aligned with your goals
Ongoing Support: Regular reviews and expert guidance
Our expertise
In-depth market analysis
Comprehensive risk assessment
Regular performance monitoring
Continuous market research
Regular savings & specific goals
Creates disciplined investment approaches
Offers flexibility in contribution levels
Provides access to institutional-grade investments
Includes regular progress reviews
Adapts to changing circumstances
Why choose Lenny Financial for investment advice?
We ensure regular portfolio reviews and proactive advice, with a transparent fee structure and clear reporting. Additionally, we seamlessly integrate with your existing pensions and financial plans to optimise your overall financial strategy.
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FAQ
Investments
Even a small voluntary overpayment each month, in addition to your standard repayment, can result in savings of thousands of euro in interest over the term of your mortgage.
Each mortgage lender will have a different overpayment policy, but your Lenny Financial mortgage advisor will be able to compare and contrast the differences between each lender’s overpayment policy, producing detailed overpayment reports showing precisely what savings might be achievable.
Your Lenny Financial mortgage advisor will outline the various options which are available through the lender partners we deal with.
journey.
We are constantly reviewing our work to ensure that any market changes are incorporated into our advice and recommendation. A full rate report outlining the various options available to you, together with a full regulatory statement of suitability, outlining in detail our recommendation and the rationale behind that recommendation issues to every client at full loan offer stage.
Whether your application takes 4 months, or 4 years, our fee structure ensures that there is never any additional charge to extend or renew an approval in principle, should you wish to do so.
