Savings & Investments (Regulated by the FSA)
We offer advice on a whole range of lump sum Investments and monthly Savings or Investment plans are you seeking?
- Capital Growth or Income, or both?
- Something very short term, perhaps just needing a top rated savings account for just a few months?
- To invest a lump sum for a medium term, say 5 to 10 years, or a long term, over 10 years?
- University Fees Planning, lump sum or monthly contribution or a combination of both?
- To use up your ISA allowance?
- To consolidate existing investments to reduce the risk of them falling in value?
- To use your Capital Gains Tax exemption?
- Savings for Children?
Tax status is very important when saving or investing, particularly if you are a non-tax payer or a higher rate tax payer.
If you would like to speak to us about Savings or Investments, or to arrange an appointment, please call us on LoCall number 08456 120 375 or 01761 411 775 or email us your contact details with a preferred contact time by clicking here.
We look forward to hearing from you.
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