Sunday, July 20, 2008  

Investments & Savings

Many clients, at both individual and corporate level, need advice on the relevant merits of various investment options.

Whether saving for capital appreciation or income, we can offer guidance on suitable options, taking into account risk, access requirements and taxation. For example:

• Individual Savings Accounts (ISAs)
• Existing Personal Equity Plans (PEPs)
• Existing Tax Exempt Special savings Accounts (TESSAs)
• Unit Trusts
• Investment Trusts
• Open Ended Investment Companies (OEICs)
• Capital Investment Bonds
• Offshore Investments
• National Savings
• Traded Endowments
• Regular savings Plans

Trust and tax advice, offshore investments and National Savings are not regulated by the Financial Services Authority

Standard & Poors
(Professional Assured Financial Services Ltd is not responsible for the content of this website)

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