ftse 100 investments

Services

Enquire now

Please tick this to confirm that you have read and understood the privacy information contained within the disclaimer section.

Investments

Our advisory investment service allows you as much or as little involvement with investment decisions as you wish. Our investment team will advise you on suitable investments depending on your tax position, objectives and attitude to risk. Each portfolio is tailored to the individual and monitored on a regular basis. We use a variety of assets to construct a portfolio including:

  • Unit trusts & OEICs
  • Investment trusts
  • Exchange traded funds
  • Venture capital trusts
  • National Savings & Investments

Wealth Warning

Past performance of an investment is no guide to its performance in the future. Risk can be brought about by performance of world markets, interest rates, taxes on income and capital and foreign exchange rates. You may not necessarily get back any of the amount you invested. Funds that invest in smaller companies' shares take on the risk that those shares can be relatively illiquid; meaning they are hard to trade, which means the funds themselves carry a higher risk.