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Investments and Savings

Regular Savings Schemes

For clients who are anticipating a future need for capital expenditure we offer a range of tax effective solutions constructed to create real growth over the medium to long term and designed to meet your personal requirements. Typically a client invests to accrue capital for retirement and to generate investment income to compliment their pension, a deposit for a house or holiday home, school fees or simply a 'nest egg' for financial security. Careful planning and advice can guide our clients through the complex world of saving arrangements including regular savings into Insurance, Individual Savings Accounts (ISA's), and Unit Trust Schemes.

Capital Investment

When considering the investment of capital we take care in establishing the exact objectives of the investor. For example whether capital growth or income is needed, whether access to capital is required in the future and when such a withdrawal is likely to occur. We always encourage a wide variety and spread of investment vehicles, in order to reduce risk to the minimum and we also take serious account of our clients tax position. Our advice encompasses all types of lump sum arrangements including Discretionary Share Portfolios, Unit Trusts, Investment Trusts, Individual Savings Accounts (ISA's), Investment Bonds and other financial instruments.

Key Benefits

We are able to offer advice tailored to your individual needs relating to tax efficient savings and investments.

We are Independent Financial Advisers, this means that we can offer impartial unbiased advice on any product or investment vehicle available.

Our experienced and highly trained advisors will be delighted to arrange a consultation with you in the strictest confidence and subsequently provide a personal strategic financial report which would include:

  • Tax mitigation
  • Risk management
  • Protection of wealth
  • Estate preservation

Simply complete our contact form to enable us to provide you with a speedy initial response and free initial consultation.

For more information and details on these services simply complete our contact form and we would be happy to arrange a meeting to discuss, informally and confidentially, how are services can be of benefit to you
 


15 Andover Street, Leicester LE2 0JA. Tel: 0116 2470304 Fax: 0116 2471163

Registered Address: As above | Registered in Englad and Wales No. 2086953 | Authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice, some aspects of buy to let mortgages or commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be 1% of the mortgage advance.
For example, a mortgage of £100,000 would equate to a fee of £1,000 plus VAT.
In the event that your mortgage does not complete we will not charge you a fee.
The guidance and / or advice contained within this website is subject to the UK regulatory tax regime and is therefore primarily targeted to customers in the UK.
Levels, bases of and reliefs from taxation may be subject to change.

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