Adelphi Financial Brokers

Welcome to Adelphi Financial Brokers

Protection

From life cover to serious illness protection we’ll guide you every step of the way

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Pensions

A pension is a tax efficient way of providing an income in retirement.

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Investments

In partnership with you we will build a plan which addresses your personal financial situation.

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Financial Guidance and Planning

Wealth Options Split Maturity Multi Asset Global Bond 10

100% capital protection at the relevant Maturity Date; 10% Gross Return* (2.46% CAR**) on 20% of your investment after 12 months; 100% Exposure to a multi-strategy absolute return Index on 80% of your investment; No cap on maximum potential returns; 3 year 11 month term; Available for individuals, companies, charities, credit unions, pension investors and approved retirement funds (ARFs); No annual management fee; Minimum Investment €5,000 Read More

Wealth Options Global Absolute Returns Bond 5

100% Capital Protection at maturity; 5 year term; 100% participation in the positive performance of the BNP Paribas SLI Enhanced Absolute Return Index; No Cap on Maximum Potential Returns; Minimum investment €10,000; No annual management fee Read More

Duggan Asset Management Fast Momentum Split Deposit Bond 3

The Bond provides an innovative Investment Strategy for investors wishing to invest in a Low Risk Absolute Return Style Investment Strategy with an element of fixed return and potential overall investment returns above deposit interest rates. Read More

KBC Bank Secure Income Plus Account Series 9

The Secure Income Plus Account Series 9 is a 5 year deposit based product that has two income generating components: a Fixed Coupon and a Bonus Coupon. The Bonus Coupon is dependent on the future investment performance of the EURO STOXX 50 Index. 100% Capital Security at Maturity is provided by KBC Bank Ireland plc. Read More

Investec Kick-Out Account

The Account is designed to repay your initial deposit and deliver an additional return linked to the EuroStoxx 50 over the 5 year term. There is also potential for the Account to mature early, ‘Kick-Out’ depending on the performance of the EuroStoxx 50. This means the Plan matures early, returning your initial deposit plus a specified return. Read More

Bespoke Investments Absolute Return Commodity Bond

There are two options available as follows: The Short term option offers 95% Capital Protection by Ulster Bank Ireland Limited at the relevant Maturity Dates. The Split Deposit Option offers 100% Capital Protection by Ulster Bank Ireland Limited at the relevant Maturity Dates. Read More

BCP Split Deposit Growth Bond

This innovative bond offers investors a two tier investment package. 33% is placed in a 12 month high yield deposit account which assures investors of a 6% gross gain (6% AER). 67% is invested in a 4 year Capital Secure Growth Bond, with 2 versions to choose from. Read More

BCP Commodity Outperformance Bond

The BCP Commodity Outperformance Bond is a unique investment opportunity offering investors access to the performance of the Bank of America Commodity Fund, the BofAML Invest – MLCX Commodity Alpha Fund*, which has a proven track record of producing positive returns regardless of market conditions. Read More

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Pensions

Our highly experienced team of advisors will work on your behalf to deliver a Life Cover or Pension solution to safeguard the lifestyle of you and your dependants, now and for the future.