ISA's, Unit Trusts, OEICs, Bonds, Investment Trusts, Warrants - the list of the savings and investment vehicles available to you is huge. Making sure that you make use of your tax-free allowances and choosing an investment that will meet your objectives is a task that most people could find daunting.
We are also working towards driving down the costs of including the very best investment managers within your portfolios.
We will strive to provide competitive rates of growth, income or a combination of the two whilst also aiming to pass on your wealth on death,to the individuals of organisation that are close to you. The use of Estate Planning, Will Writing and Trusts may be incorporated to reduce any potential Inheritance Tax liability.
Contact us today to discuss your requirements - 01924 821111