Investments Information

People invest for a number of reasons but primarily for growth, for income or for a mixture of income and growth.

Investments come in a number of different forms but are marketed as a product. Product names include individual savings accounts (ISAs), unit trusts, open-ended investment companies (OEICs), investment trusts, and investment bonds.

So which product suits you? These products may have different tax efficiencies, fund choices and risk attached, depending on your own appetite, or lack of, for taking differing levels of risk. Risk ranges from a cautious attitude through medium to speculative. Investments may also be chosen to link in with inheritance tax planning and may involve considering a trust arrangement for your beneficiaries.

Choosing a suitable investment or investments should be done with the help of a professional advisor and be reviewed on a regular basis. Investments should be considered for a 5 year + time frame.

Complete an enquiry form if you have a specific requirement.

It should be remembered that investment values are not guaranteed and these may fall as well as rise and that past performance is no guarantee of future performance.