AC Financial

Whether your interests lay in capital investment via Unit Trusts/PEP’s ISA’s, Investment Bonds, Personal Pensions, SIPP’s, SSAS’s or tax-planning this site is aimed at you. Our approach is research led and investors can be assured that wherever an investment is recommended it will be as a result of vigorous research.

• How the worst fund managers could have turned £3,437 into £1million plus! See AC's Guide to Investment
  

• With Profit Bond investors Bonuses remain low in spite of equity market recovery - see our report.

• Distribution Bonds continue to provide annual income of 4-5% net + further potential for growth. We examine the market in our latest ‘Distribution Bond guide’ here.

• Are your pension funds charging too much and/or working hard enough? Find out more here.

• New Pension Rules! Are you affected? Find out here.

• Property funds continue to enjoy high rental yields. - Find out how this could benefit you.

• ISA/PEP/UT/OEIC investors! - If you have built up a portfolio of funds over a number of years, are you sure that funds held are in keeping with your current objectives and economic conditions? Find out how you could benefit from a free initial appraisal.

• Draw Down and other pension schemes. - Are you invested in appropriate funds and sectors?

Please read our terms of business here.

Important Note

Please note that investment funds carry a risk of loss as the value of units may fall as well as rise and you may not get back the full value of the amount invested. Income from investments may fluctuate dependent upon the source of such income. Where investment funds hold an overseas content there may be greater fluctuations due to exchange rate differences – this could cause an additional loss or a gain.

Life Funds