Whatever surplus capital you may consider investing or income in excess of your expenditure requirements, it is vital for any investor to consider their 'attitude to risk'; but equally important is the access required to the investment and what it required from the money invested. Is long term capital growth required, or does the investment need to generate some form of income. What taxation consideration needs to be made?
We offer advice and recommendations on a range of investments products and will build and actively monitor an individually tailored, diverse portfolio based on personal requirements. Our investment Knowledge covers:
· OEIC’s (Open Ended Investment Companies) & Unit Trusts
· Investment Trusts
· Direct share ownership
· Corporate bonds & Sovereign debt (GILTs)
· Property
· Venture Capital Trusts (VCT’s) and Enterprise Investment Schemes
· ISA’s (Individual Savings Accounts) and Investment Bonds
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