|
Savings & Investments
At Affinity Financial Planning, you can be assured that you will have access to suitably qualified savings & investment specialists. Whether it is small regular savings, lump sum investments, utilising your ISA allowance, complex trust planning, portfolio management or whether you require Income, Growth or a combination of both – Contact us.
|
-
Savings & Investment Contracts
|
Savings & Investment Contracts
Equity ISA / Cash ISA / With Profits / Unit Trust / Investment Trust / OEICS/ Corporate Bonds / Multi-Manager Funds / Offshore / VCT / Hedge Funds…..
There are numerous types of savings & investment contracts and we have only outlined 11 of them here, some of which you may recognise. Each of these carries a different Risk Profile and Investment Strategy. There are also different tax implications, depending on your status and tax band.
No matter what your savings or investment objectives - Contact us.
The value of investments may fall as well as rise and past performance is not a guide to future returns |
|
| |
affinity financial planning ltd.
Independent Financial Advisors, Affinity Financial Planning Limited is an appointed representative of Financial Services Advice & Support Limited, which is authorised and regulated by the Financial Services Authority.
Company Registration Number 222052. Registered Office: 33 Kittoch Street, East Kilbride, G74 4JW. |
