Investment 

Investments can take many forms but are generally categorised as either equity or fixed interest, growth or income, short term or long term, domestic or international etc. The types of investment chosen will depend upon its purpose and proposed duration. We understand that all clients have a different attitude to risk depending on their personal circumstances and preferences and also that the tax treatment of each product can be an important consideration. To make the best recommendation for the client we advise on all investment types including:

• Enterprise Investment Schemes – Tax saving high risk schemes investing in smaller companies

• Ethical Investments

• Investment Bonds – Single Premium With Profit Life Policies 

• Investment Trusts – Buying shares in one company which invests directly into a portfolio of other investments 

• ISA’s (Individual Savings Accounts) – Tax free savings plans which can be used to invest in equities (either directly or through unit/investment trusts), into deposit accounts or with profits life policies 

• Offshore Investments

• Property investments - For buy to let, or redevelopment.

• National Savings

• PEP Transfers 

• Stocks and Shares 

• Unit Trusts – Buying units in a fund which is invested by professionals into a number of other investments spreading equity risk

• Wrap Accounts - Putting all investments and pensions into one account with one low charge making it easier to control investments.

Since we are completely impartial we select products from the entire market place and always take into account factors such as the economic outlook, tax implications, past performance, product charges, the fund managers’ investment style and, most importantly, the clients attitude to risk.

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