Invest in a fund with a wide range of Fund options

With Deposit Interest Rates at all-time lows, many clients with large savings are having to look further afield for a home for their wealth.

Unit linked Investment Funds tend to be multi sectoral, geographically broad and involve combinations of Cash, Government Gilts, Equities and Property, depending on the level of risk involved.

There are a wide range of Funds available and vying for your notice. Before choosing, you should follow certain steps;

  • Establish your Attitude to Financial Risk
  • Match your Risk Rating with that of the funds you research
  • See the expected Range of Returns (Ups and Downs)

Research has shown that clients “Hate the Downs”, much more than they “Love the Ups”!

We can prepare a report for you, which will take into account your Risk Profile, existing Investments/Deposits and your time frame, The report will match you to a Fund(s), and will highlight it’s composition and it’s track record.

Young Couple looking to get into Investments

This type of Plan may suit you if you:

  • Want to invest for at least 5 years
  • Have at least €20,000 to invest
  • Are prepared to risk getting back less than your original investment
  • Want to invest in a fund with a wide range of Fund options, and
  • Are prepared for the value of your fund to vary over time

Our Life & Pensions Team

Dave Dillane

Dave Dillane

Managing Director Call: 01 802 2304 Email:

As the Managing Director, my role is to ensure that the company can fulfil its goals. This is achieved by ensuring that every section of the company has adequate resources, training and focus. I am here to assist our teams in every way possible. I am also responsible for the company’s adherence to all the regulation and rules within which we must operate. I am also very focused on customers, making sure their needs are fully met by our service levels.I make sure that I get involved in any claim where there are any difficulties to smooth the path to a successful outcome.

I also actively take part in looking after Commercial customers, farm business and our apartment block facility.

Paul Clements

Paul Clements

Executive Director Call: 087 121 3798 Email:

I am a graduate of UCD and proud to be an executive director in Dolmen Insurance Brokers.

My role is to run the company on a day to day basis and to also lead the company’s growth both here in Ireland and in the UK.

Áine Derham

Áine Derham

Life and Pensions account manager Call: 086 245 3407 Email:

Hello I have been working in in the insurance industry for over 30 years

As a qualified financial advisor I can advise you on all types of Protection Products such as Life Cover, Income Protection, Inheritance Tax,
Mortgage Protection, Co- Directors Insurance & Keyman Cover.

I can also assist in reviewing your Pensions be they, Personal, Company or Paid Up Pension in doing so we can work together to
ensure they meet your retirement expectations .

Please feel free to contact me and I can provide you, your family and your business security through a complete financial review.

Shauna Forrester

Shauna Forrester

Life and Pensions Call: 01 8022335 Email:

Hi my name is Shauna Forrester and I am part of the Life & Pensions Team. I have worked as a Life & Pensions Administrator for 4 years.

My role as Administrator is dealing with new clients at the proposal stage of their protection & pension plans, helping existing clients with any queries in regards to their plans.

Liaising with life companies & underwriters on behalf of the client on a daily basis along with general admin duties. 


Get in Touch

If you want to talk to one of our specialists about any of our products or services, call us on 01 867 2121


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