Investments
Authorised and regulated by the Financial Services Authority. Registered address as above. Registered in England, No: 5489003. FSA No: 438904
"I have a sum of money, and I wonder if I
could be doing something more beneficial
with it? I am paying a fair amount of tax on
my investments - I wonder if there is a way
round that. Is my overall investment strategy
correct for my short and long-term needs?
In simple terms, can I make more money
from my investments?"
It is important to work out your investment
objectives first - do you need income,
or is capital growth the main aim? You
need to be aware that the tax status of an
investment can greatly affect the net return.
Among the array of unit trusts, bonds, ISAs,
and onshore and offshore opportunities, we
have to make sure that you choose the right
investment portfolio for you.