Investments

Investment Information

The world of investments is complex and with a myriad  of choices, our role is to simplify the options available to you with a combination of process, opinion and judgement. Investing your money needs your consideration and you need to be absolutely sure of the risks involved.

An investment solution has to be appropriate for an individuals’ or couples’ need and the need is dictated by current circumstances and future intentions.  We will help you assess your attitude to risk, your capacity for adverse returns and discuss the investment time periods that you need.  An important element of the process is to look at the cost of investing and to provide you with value for money.  If you would like to know more about our investment proposition please contact us.

Below, you will find information on different types of investment products.

The value of units can fall as well as rise, and you may not get back all of your original investment. 

Asset-backed Investments

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.

Deposit Based Investment

In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor.

Investment Overview

This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.