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In this section: Personal Clients | Pensions | Savings & Investments | Personal Protection | Mortgages | Tax Planning

Savings & Investments

Introduction

We provide a tailored investment service to ensure our clients are fully aware of the investment opportunities that are available. Whether you require income, growth or a combination of the two from your investments we will guide you through the investment maze of products and services to provide you with unbiased advice.

Our aim is to help you understand the various products and services, the taxation implications, and the features and benefits they offer. From our advice and information you will be in a position to make an informed decision.

Our Services

The service we provide covers the full spectrum of savings and investments.

  • Individual Savings Accounts (ISAs)
  • Unit Trusts
  • Insurance Company Bonds
  • Offshore Investments
  • Saving & Investing for Children
  • Existing Personal Equity Plans (PEPs)
  • Guaranteed Income & Growth Plans
  • Investment Trusts
  • Open Ended Investment Companies (OEICs)
  • Capital Protected Products
  • National Savings Products
  • Deposit Accounts including Cash ISAs

Each of the products in the above menu have differing levels of risk and your money will be invested for different periods of time.

It is important that you always maintain an accessible capital protected fund to cover unknown emergencies and any planned expenditure over a period of up to 5-years. Any medium to long term investment should only be considered if once you have a reserve fund you have monies available that you do not consider you will need for at least 5-years.

Investment Calculators

We offer a number of investment calculators to help you plan for the future. Please note that these are for illustration purposes only and we strongly recommend that you discuss your investment plans with a qualified Independent Financial Advisor.

To discuss your specific requirements further please e-mail Shirebrook or contact us.

For more information on investment products, please visit the FSA's Money Made Clear web site.