James Stephens Financial Services is not an Investment Manager or Stockbroker. We offer professional advice to our customers regarding your investment and savings objectives and assess your risk profile. At this point James Stephens Financial Services will research the market for the most suitable investment and/or savings products to meet your financial needs and objectives.

James Stephens Financial Services also has access to many regular premium savings plans investing in various fund choices with all the major life insurance companies in Ireland.

After analysing your financial needs and objectives and risk profile, James Stephens Financial Services will research the funds currently available from the institutions with which James Stephens Financial Services holds agencies.