1
Individual Savings Accounts (ISA)
Many associate ISAs with low return cash ISAs available from high street banks but they have a much wider application as the term describes a tax efficient "wrapper", not the underlying savings or investment plan contained within.
2
General Investment Accounts
Where our clients have filled their annual allowances we manage and maintain feeder accounts to automatically transfer into advantageous tax wrappers in the new financial year.
3
Trust funds
There are many reasons why trusts could be an ideal solution. If you're looking to leave funds to some one else our planning service makes sure your gift work for you.
Growing & preserving your wealth
With interest rates at record lows and inflation rising it has never been more important to preserve wealth through carefully selected investment products to protect your purchasing power.
By utilising risk-rated investment choices we help our clients achieve real returns on their capital in the medium to long term.
We produce a bespoke recommendation for each of our clients planning how to make investments and manage them going forward in a way that generates wealth while being as tax efficient as possible.
Our solutions span a wide range of products from different institutions which are chosen based on their suitability for you and your circumstances.
Our regulated financial services are provided through Fordham Financial Services (FFS) which is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421. Head Office 165-167 High Street Rayleigh Essex SS6 7QA
The value of your investment can go down as well as up, and you could get back less than you originally invested.
Past performance is not necessarily a guide to future returns.
The value of your investment can go down as well as up, and you could get back less than you originally invested.
Past performance is not necessarily a guide to future returns.