Investment Management

 Whether you’re thinking about investing, or looking for a tax efficient way to save, ISAs (Individual Savings Accounts) continue to be a popular savings and investment product, mostly due to their simplicity and flexibility, but also because they offer a tax efficient way to save for your future. 

Open Ended Investment Company (OEIC) funds could be a good way to boost and build up your own portfolio of investments. 

• OEIC funds pool investments with that of other investors and may allow you to access asset types which may otherwise be difficult to invest in. 
• Investing in OEIC funds could offer the potential for long-term capital growth, income or a mixture of both.

An investment bond gives you the potential for medium to long-term growth on your money, over 5-10 years or more, along with fund management expertise. You also get access to a mixture of funds, which are looked after by professional investment managers. 

A trust can be an important element of good financial planning and estate planning, but if you are new to them they can appear complicated. We can help you get to grips with the basics of how a trust works, why you would use one and who needs to be involved.