The value of the investment can go down as well as up and you may not get back as much as you put in.

A well-balanced investment strategy is one that is safely diversified and does not over depend on the fortunes of one type of investment or one investment company. It also has regard to time, i.e. looking at when access to funds is required. The investor's attitude to risk is key, as each savings and investment portfolio should be unique to the individual. Taxation too is important. Where possible all available tax shelters should be used (such as ISA’s) provided the investment and savings plans suit the investor.

We can advise and arrange on straight forward simple investments and provide;

  • Portfolio Valuations
  • Investment Analysis
  • Performance Analysis
  • Risk Analysis
  • Pension Fund Investment Advice

We have experienced consultants who can advise you on all your investment and savings, be it by way of capital investment or monthly contribution.

Investors do not pay any personal tax on income or gains, but ISA's do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.

 

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

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