Investments

There is a wide range of investment products in the market place. We will look at your complete financial situation and future needs before advice is given. In designing and reviewing portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation.

We recognise that investment design is not only about good performance but , just as critically , about low charges.

Capital needs efficient management, to avoid tax problems, and provide security for families and estates, both now and in the future.

The following are some of the products that we can offer advice on:-

• Individual Savings Accounts (ISA’S)
• Investment Bonds
• Guaranteed Bonds
• Unit Trusts
• Offshore Investments
• Bank Accounts
• Personal Equity Plans (PEP’s)

We will ensure that the products we recommend to you are the most appropriate for your individual circumstances.

The value of your investments can go down as well as up, which means you may not get all of your money back.

 

Trusts and Tax Planning advice are not regulated by the Financial Conduct Authority.