Investments
Savings and Investments
Savings/Investments
We have access to all types of saving/investment plans from ISA'S to Bonds.
We can provide professional face to face advice on all aspects of saving/investment planning, whether you are saving for a special occassion or investing for the future, we can help.
Our partners are Sterling(part of the Zurich group) and Skandia(part of the old mutual group).
ISA'S-Did you know if you are currently over 50, you can now invest up to £10,200 per annum.As from 6/4/2010, anyone over 18 can also invest up to £10,200 per annum.
If you have lots of ISA'S with different providers, we can combine them into one plan.
BONDS-We can provide access via our partners to most fund managers and funds.We have a range of Bonds from high allocation to no exit penalties to suit all attitude to risks.
FIXED TERM DEPOSITS-we also have access to a number of different types of deposits,from 6 months to 5 years, where your capital is fully protected.
Give us a call or complete the enquiry form.