Investments

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

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

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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. 

Speak To an Expert

We’re there to help. There are no silly questions – we like people to ask us about anything and everything that might be going through their mind. 

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 2024/25 is £20,000. This means you can pay £20,000 into ISAs this year from 6 April to 5 April. £20,000 allowance for 2024/25. 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.  

Our Remortgaging Guide

Download our free guide filled with tips and information.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. We will NEVER sell or give away your information, however, the internet is not a secure medium and the privacy of your data cannot be guaranteed

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