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Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

The value of investments and any income from them can fall as well as rise.  You may not get back the amount originally invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen

Tax concessions are not guaranteed and may change in the future. Tax free means the investor pays no tax.

 

Investment Overview

This section is designed to give you a quick look of a range of different investment options available.

Platforms

A platform is a bit like online banking, bringing together all of your investments and letting you view them in one place.

Asset-backed Investments

Each asset-backed investment brings with it it’s own benefits, taxation rules and specific risks, we can talk you through the many different options available.

Individual Savings Accounts (ISAs)

The ISA allowance for 2023/24 is £20,000. This means you can pay £20,000 into ISAs this year from 6 April to 5 April. £20,000 allowance for 2023/24. The tax year runs from 6 April to 5 April.

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both.

The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

Investment
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
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Mortgages
A mortgage is likely to be the single largest financial commitment you ever make. There’s a wide range of mortgage products out there, with varying interest rates and repayment options available.
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Pensions
It’s important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.
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Insurance
It’s important to ensure you put the right insurance in place to protect your home, it’s contents and your overall financial security.
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Protection
Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment.
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