Investment Solutions

The importance of investment

Different investments meet different needs, whether you are an individual, a business or an organisation. Some investments are suited for short term goals like saving for a holiday, a wedding, or a car; others are much more long term such as your retirement or inheritance tax planning.

Premier Investment Strategy

We can work with you to provide financial planning assistance to help you achieve your objectives; we are committed to providing you with choice and flexibility and we offer a wide range of products and funds. As independent financial advisers we will check your entire financial situation, suggest a suitable strategy and search the market for the best financial products. We will conduct a thorough meeting with you initially and will have an in depth conversation about your hopes and aspirations, existing investments, and your attitude to risk. Only with that sort of information called a 'fact find' can an adviser get the full picture to provide you with the ultimate solution.

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Some examples of the type of investments that you may have an opportunity to purchase are:

ISA's:

Take a look at the tax free savings account which provides tax free investments with in government limits. We can help you choose the right product that suits your investment profiles.

Pooled Funds:

There is a great number of expert fund managers offering UK, European, US, Far Eastern, emerging countries, properties, gilts, securities, and cash. We can take you through the investment maze and explain in plain English, the potential returns, income availability, and your tax situation.

Childs Trust Fund:

Child trust fund is a savings and investment account for children. Children born after the 1st of September 2002 will receive a £250 voucher to start their account. The account belongs to the child and can't be touched until they turn 18, so that the child will have some money behind them to start their adult life.

Unit Trusts:

Unit trusts are a collective of funds which allow private investors to pool their money in single a fund, thus spreading their risk, getting the benefit of professional fund management, and reducing their dealing costs.

Trusts Range

We provide advice on a number of trust arrangements with the help of suitably qualified professionals such as solicitors to ensure that your investments within your estate are suitably set up to avoid potential problems with Inheritance Tax and to ensure that your estate passes on to the persons that you wish to benefit.

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