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.
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.
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.