There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2020/21 at £20,000, while several new ISA variants, offer savings "bonuses".
Call us today
Whether you are thinking about investing for the future or at retirement and need to generate an income, give our one of experienced advisers, Richard, James or Nathan, a ring today to discuss your options.
Our offices are located in Lonsdale gardens in Tunbridge Wells, no-obligation meetings are available with advisers so please drop in for a coffee and a chat.