Credit Union Investments

  • Credit Union Investments

     Credit unions are important social and economic institutions with characteristics distinctive from other providers of credit. Rooted in a strong community-based ethos, the success of credit unions has extended their appeal beyond the traditional role of serving the financial needs of disadvantaged communities and individuals.

    At Atlantic Financial Services we believe that the key to a sound investment strategy is constructing a portfolio that reflects your specific financial goals, investment knowledge and experience, and financial situation; and achieves the right balance between risk and return.

    We offer a range of investments specifically suited to Credit Unions that meet the investment needs of the Credit Unions and deliver enhanced growth.

     

Latest From Our Blog

  • Buy Out Bonds Explained

    Who qualifies?

    A Buy Out Bond is a pension bond into which you can transfer your fund if you leave your company pension scheme.

What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

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We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages, life assurance and group schemes.

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