Insignia Financial

Provider of 2 investment funds


The Insignia Defined Returns Fund

The Insignia Defined Returns Fund (“the Fund”) is an Irish domiciled qualifying investor fund. The Fund seeks to deliver a 7-9% per annum return over rolling five year periods by investing in a diversified pool of structured products.

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Professional Wealth Management

We are a team of experienced investment professionals, here to serve you.

Our Team

Our Services

We provide advice in respect of:

Individual assets – We can advise on your personal wealth, existing portfolios and of course cash. We can ensure the optimum structure is used to achieve gains in the most tax efficient way.

Corporate monies – In many cases, our clients’ wealth is held either in holding companies or through trading companies.

Pensions assets – We can advise on your existing pension, restructure and amalgamate your current pension arrangements and advise on wealth extraction from your business.

The Ballybunion Insignia Defined Returns Fund – Insignia Financial is the investment adviser to the Fund.  To find out more, please click here.

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