investment bonds

July 2015

Nation of savers

By |July 24th, 2015|

Focusing on the long term for a more secure future
The UK is becoming a nation of savers, with three quarters (74%) of people saying they are currently saving, research from Scottish Widows has revealed.
The study found the number of savers is up to 74% from 63% in 2010, with a steady year-on-year rise in the […]

Reducing investment risk

By |July 21st, 2015|

Choosing a broad spread of instruments in which to invest

If you require your money to provide the potential for capital growth or income, or a combination of both, and provided you are willing to accept an element of risk, pooled investments allow you to invest in a large, professionally managed portfolio of assets with many […]

June 2015

Securing our financial futures

By |June 5th, 2015|

The new pension reforms provide a good opportunity for people to really think about and evaluate their future finances, and the options available to them. However research highlights that many people across the UK are struggling to plan ahead. If you are one of these people and feel you need some guidance on what to […]

May 2015

Trading places

By |May 26th, 2015|

It’s not just about picking investments wisely, it’s holding them in the most suitable place
Now that we’ve entered a new tax year, if you are already planning how you are going to fully utilise your current Individual Savings Account (ISA) tax-efficient allowance, it’s not just about picking investments wisely – it’s also important to make sure you […]

Generating an income from your portfolio

By |May 5th, 2015|

Narrowing the knowledge gap for investors
Record-low interest rates are rarely out of the news these days. With UK investors struggling to achieve a decent income from traditional investment sources, it might however be good to point that less than half can correctly explain the term ‘income investing’.
A survey recently done by J.P. Morgan Asset Management revealed […]

March 2015

NISA Countdown

By |March 25th, 2015|

Time is running out if you want to make the most of your tax-efficient savings allowance
If you are keen to take advantage of the New Individual Savings Account (NISA) allowance,which has now been increased to £15,000, and you want to  make the most of your tax-efficient savings, time is running out. You only have until […]

Sorting out your finances

By |March 13th, 2015|

Sorting out our finances is high on
our list of priorities in 2015
The British population is determined more than ever to get more savvy about their saving and spending habits in 2015, with three quarters (76%) of adults admitting they are prepared to moderate their lifestyle, according to a new survey by Standard Life.

Sorting out finances
Showing […]

February 2015

What are investment bonds?

By |February 3rd, 2015|

Investment bonds are life insurance policies in which you can invest a lump sum, which goes into a variety of funds.By seeking independent financial advise the adviser would be able to tell you whether your low,medium or high risk, they would then be able to show you which funds fall under your risk profile and […]

January 2015

What is a pooled investment?

By |January 23rd, 2015|

If you require your money to provide the potential for capital growth or income, or a combination of both, and provided you are willing to accept an element of risk, pooled investments could just be the solution you are looking for.By having independent financial advice you would have a financial adviser who would be able […]

Our advice process to help you achieve your financial objectives

By |January 21st, 2015|

Stage 1 – Assessing Your Objectives
Your situation and your financial objectives are unique and there is no substitute for sitting down with you to find out what your financial and personal goals are. By our company  having experienced financial adviser they would be able to do this quickly and have potential a good idea as […]