Investments

Invest in your future - let us help you grow your wealth and achieve financial success

Investment Overview

Investment Overview

This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.

Deposit Based Investment

Deposit Based Investment

In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor.

Asset-backed Investments

Asset-backed Investments

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

In 2017 the contribution limit for Cash ISAs and Stocks and Shares ISAs was effectively merged, with the overall limit increased to £20,000

UK News

The retailer blames the rise of online shopping for its decision, which risks hundreds of jobs.
Sales volumes in May saw their biggest monthly fall since December 2023.
The Environment Secretary Steve Reed says the government "stand ready for all eventualities".
It is first time that the BBC has taken such action regarding alleged scraping of its content for AI.
The announcements on Thursday focussed on what the Chief Secretary to the Treasury Darren Jones called a "soaring maintenance backlog".