Investments

Investment Bond

We are able to place investments with all insurance companies using onshore and offshore investments. We have a back office system that updates the values of your investments each day with the insurance companies that subscribe to this system. We find that the best value for clients in this sector is the provision of up to date information which enables one to see a collective fund value and a breakdown of fund values. We therefore favour the providers that provide these services as it provides a better level of service to the client plus makes managing the product and funds more efficient. You the client can opt to make your own fund switches or opt for the range of packages available from us to help you manage your money for all investment types.

ISA’s

We offer ISA’s, single premium and regular premium plus ISA & PEP transfers so you can amalgamate all of your holdings reduce charges save time and manage the investments more effectively. Unit Trusts Investment Bonds, Pension plans, Pension Transfer, Income Drawdown, Annuity, Inheritance Tax Planning. From an investment point of view multi funds are gathering in popularity. This is where you the investor invests in a product say ISA, PEP transfer or investment bond which is held by one insurance company, however the product allows you to invest in a multitude of different investments and funds without the need to keep changing the initial holding product. This makes good financial sense and therefore as funds and companies blow hot and cold you can switch accordingly.