Investments

Talk to one of our Financial Planning Managers about investments and your business and they can work with you to:

• Identify the best home for your money depending on your short, medium and long-term goals, whether you have a lump sum to invest or want to make regular savings.
• Identify how much risk you want to take with your money –  after all, the value of investments and any income from them can go down as well as up so you could get back less than you put in.
• Protect your profits from inflation. Leaving money in business savings accounts may not always be the best move - returns can be low and may not keep pace with inflation. So if your money isn’t committed for tax bills or being used as working capital, consider investing it instead for a potentially better return.
• Benefit from indexation relief on most of our investments, which means that the amount of tax you pay on any gains is reduced.
• Source products from a wide range of preferred partners including Aegon, AXA, Friends Provident, Legal & General, Aviva, Prudential, Standard Life, JP Morgan, Fidelity, Jupiter, Schroders and Black Rock. They’ve been chosen for their financial strength, value for money, competitive products and good service. As well as these, we have access to our in-house investment specialists at Barclays Capital.

A Financial Planning Manager can explain your options in more detail. Give us a call: 0800 158 3204 ³ or book an appointment.