Financial Advice
Whether your investment objective is to provide for children’s school fees, reduce mortgage debt or another medium to long-term objective, creating a financial plan that meets your lifestyle goals is the first step. Maintaining the right investment strategy then plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide quality advice and access to market-leading investment solutions.
Our team advise on:
- ISA’s
- Unit Trusts
- Investment Bonds
- Enterprise Investment Schemes (EIS)
- Venture Capital Trusts (VCT)
- Child Trust Funds
- Capital Protected Investments
- Offshore Investments
- General Savings Plans
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate on school fee planning.
EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
ISAs - Helping You To Save & Invest
The UK government introduced ISA’s on 6th April 1999 replacing the personal equity plan (PEP) and tax exempt special savings accounts. The maximum annual amount per individual per tax year is £20,000.
To read our guide on ISAs, click the link below:
