Lump Sum Investment -We Help You Make The Most of Your Hard Earned Savings
Your lump sum investment could come from a lottery win, an inheritance, downsizing your property, a divorce settlement, proceeds from a life assurance policy and numerous other means.
Finding yourself with a large sum investment or some spare money can be a fortunate experience, but what do you do with it?
High Performing Investment Advice
Spend it, save it in a bank account where it’s safe – or invest it where it has more opportunity to grow?
There are lots of instances where we might find ourselves with some extra money – even quite a large lump sum investment – and although the first thought might be ‘what can I buy‘ – it would be sensible to think ‘what other options do I have?’
For most of us, we do consider what kind of risk we are prepared to take – and what we mean by risk can vary dramatically from person to person.
There are many types of risk and some or all might affect any kind of investment we consider.
We provide independent lump sum investment advice that is not restricted in any way. This allows us to consider, identify and shortlist the most appropriate investment options in the market today.
Call us FREE on 01272 225114 or click the link to the right to discuss your investment
Here’s how we will help you make the most of your investment choices
- Jargon free independent advice, we have no affiliation with any business that could influence our assessment of your savings advice.
- No upfront advice charging or any hidden fees and costs.
- Bespoke portfolio – matched to your investment requirements and individual needs.
- Annual reviews – to keep your investment on track, grow and meet your savings goals.
- We don’t rush you into investment. You’ll feel safe in the knowledge that your savings needs are all being expertly handled by real people who care
2o Years Established – That Counts
Our Promise
Our Investment Philosophy -Get Rich Slowly
- Passive investment is the rational, mathematically proven route to investing success.
- Our investment strategies are focused on your risk profile, well researched, efficient and low maintenance.
- We look to keep your costs low through longer term appreciation, reduced maintenance and look to avoid unnecessary trading.
- Ensure you are not over exposed at any time through wide diversification of your asset classes.
- We provide regular reviews and rebalancing when required or on a 6 monthly or yearly basis.
Get Your Investment Review in 4 Easy Steps
Start Your Investment Review Today
Click the button and fill out our short form and one of our advisers will contact you.
Cash – Cash is generally considered to be the safest of the asset classes. Cash funds pay a rate of interest which can go up and down daily. Cash funds are often invested in bank deposits and are generally regarded as safe. However, the returns you receive might not be very attractive over the long term.
UK Goverment bonds – These are sometimes called gilts or gilt edged securities, and are loans to the UK Government. The UK Government (as the issuer of the bond) agrees to pay a fixed rate of interest and to repay the loan at the end of a fixed term. UK Government Bonds are relatively secure since the interest rate is fixed. However, the actual price of the bond can go up and down.
Corporate bonds – These are similar in structure to government bonds but they’re issued by companies. These are generally riskier than government bonds but carry the potential for higher returns. There are different categories of corporate bonds. Investment grade bonds are judged to be very likely to meet their payment obligations. Riskier high yield, or junk, bonds are not.
Equities – Often referred to as stocks and shares, these are shares in companies. Shares are traded on stock markets and the share price can go up and down on a daily basis. Companies usually pay a dividend to share holders. Equities are generally considered to be the riskiest mainstream asset class. Overseas Equities provide some spread of risk but add currency risk.
Individual Savings Accounts (ISAs) – Stocks and shares ISAs let you invest up to £10,200 a tax year. You don’t pay any personal tax on the growth in value of an ISA.
Investment trusts – These are companies which exist solely to invest in the shares of other companies. Shares in investment trust companies are traded on stock markets. Returns on these investments are normally subject to capital gains tax.
OEICs (Open Ended Investment Companies) – These are a type of collective investment scheme and fund management companies usually run them. Your investment buys you shares in these schemes. The price of the shares can change daily, up or down, according to changes in the value of the assets they’re invested in. One advantage which OEICs have over investment trusts is that they can invest in different asset classes such as bonds and property. In this way they can spread the investment risk. Returns on these investments are normally subject to capital gains tax.
Investment bonds – These are really life assurance plans with a large investment element. Like OEICs, they give you the opportunity to invest in a range of asset classes at the same time, spreading your investment risk. Returns on these bonds are normally paid net of basic rate income tax.
Structured products – These are usually fixed term investment products which offer performance related to equity returns but aim to provide protection of the original amount invested as long as you keep your money invested for the full term. Returns on these investments are normally subject to capital gains tax.
Kind Words & Praise
“Very pleased with the service provided. Highly professional and standard of information provided was very comprehensive. I was kept informed at all stages of the process.”Stephen McCoy
“I found the staff who I personally dealt with very friendly helpful and professional and the people on the other side of the phone exceptionally friendly too.”M Patterson
We Compare All The Leading Investment Providers. Here are a Few You Might Recognise:
55 Comments
side scrolling sex games
(December 7, 2021 - 2:55 pm)xvideos games sex truth or dare https://cybersexgames.net/
unibet online casino pa
(December 10, 2021 - 8:19 pm)best online casino games https://casinoonlinek.com/
san manuel online casino
(December 11, 2021 - 11:09 am)mummysgold online casino https://onlinecasinoad.com/
online casino payza
(December 12, 2021 - 11:34 pm)las atlantis casino online no deposit bonus codes 2021 https://conline-casinos-hub.com/
casino games free online play
(December 13, 2021 - 11:09 am)gta online casino heist guide https://onlinecasinos4me.com/
play free casino games online
(December 13, 2021 - 4:52 pm)wind creek online casino https://online2casino.com/
golden nugget online casino
(December 13, 2021 - 9:24 pm)bravado online casino https://casinoonlinet.com/
betfair casino online
(December 14, 2021 - 12:35 am)trusted online casino https://casinosonlinex.com/
keto drinks at starbucks
(December 14, 2021 - 2:59 pm)keto cranberry sauce https://ketogenicdiets.net/
keto taco bell
(December 14, 2021 - 5:46 pm)keto pink drink https://ketogendiet.net/
keto diet pills
(December 15, 2021 - 12:20 pm)intermittent fasting keto https://ketogenicdietinfo.com/
keto chips
(December 15, 2021 - 4:06 pm)diet soda on keto https://ketogendiets.com/
writing argumentative essays
(December 15, 2021 - 9:27 pm)professional essay writing services https://anenglishessay.com/
writing persuasive essays
(December 16, 2021 - 4:59 am)write a comparison essay https://topessayswriter.com/
what to write in a college essay
(December 16, 2021 - 8:53 pm)writing good essays https://yoursuperessay.com/
writing a comparative essay
(December 17, 2021 - 8:31 am)custom essays writing https://howtowriteessaytips.com/
writing an admissions essay
(December 17, 2021 - 11:56 am)writing essays for money https://checkyouressay.com/
gay thugs dating site
(December 17, 2021 - 3:14 pm)gay men dating services https://gayprideusa.com/
gay dating in france
(December 17, 2021 - 5:41 pm)omar mateen gay dating profile https://gayfade.com/
critical thinking skills in nursing
(December 19, 2021 - 3:23 pm)logic and critical thinking https://criticalthinkingbasics.com/
critical thinking images
(December 19, 2021 - 6:00 pm)learning critical thinking skills https://criticalthinkinginstitute.com/
palm beach state critical thinking in nursing
(December 19, 2021 - 6:50 pm)critical thinking and perception https://criticalthinking2020.net/
critical thinking skills
(December 19, 2021 - 9:16 pm)critical thinking test https://uncriticalthinking.com/
600 word essay
(December 19, 2021 - 10:23 pm)college admission essay examples about yourself https://choosevpn.net/
write an argumentative essay
(December 20, 2021 - 12:29 am)outline essay writing https://topvpndeals.net/
an argumentative essay
(December 20, 2021 - 3:07 am)book title in essay https://tjvpn.net/
order essay
(December 20, 2021 - 5:52 am)first paragraph of an essay https://thebestvpnpro.com/
literary analysis essay example
(December 20, 2021 - 7:31 am)how long is an essay https://vpn4home.com/
applications essay
(December 20, 2021 - 8:49 am)process essay topics https://vpnshroud.com/
essay ideas
(December 20, 2021 - 10:16 am)how to write a title in an essay https://vpnsrank.com/
words to conclude an essay
(December 20, 2021 - 12:30 pm)essay topics for college https://vpn4torrents.com/
write my essay discount code
(December 20, 2021 - 3:25 pm)thesis example for essay https://windowsvpns.com/
2cataract
(December 31, 2021 - 11:04 am)1jerusalem
free chat and web cam sites for bi and gay men
(January 2, 2022 - 11:52 am)free gay adult chat https://bjsgaychatroom.info
dating dominant gay men
(January 2, 2022 - 12:56 pm)taimi gay dating https://gaypridee.com
hispanic gay dating sites
(January 2, 2022 - 1:55 pm)gay dating naked https://gay-buddies.com
gay tommy defendi the dating game
(January 2, 2022 - 2:56 pm)gay dating simulator tumblr https://gayprideusa.com
gay dating apps described
(January 2, 2022 - 3:57 pm)gay dating websites for teens https://speedgaydate.com
good gay chub dating sites
(January 2, 2022 - 4:54 pm)logo gay dating series https://gayfade.com
las vegas casino slots
(January 28, 2022 - 6:08 pm)house of fun free slots https://2-free-slots.com/
play free vegas slots
(January 29, 2022 - 2:02 am)cleopatra slots https://candylandslotmachine.com/
gossip slots
(January 29, 2022 - 3:19 am)slots free https://pennyslotmachines.org/
borderlands map slots
(January 29, 2022 - 7:22 am)play slots free wolf moon https://slotmachinesworld.com/
sim slots
(February 3, 2022 - 6:34 pm)hit it rich slots https://slotmachinesforum.net/
old vegas world slots
(February 3, 2022 - 10:16 pm)high-roller-slots https://slot-machine-sale.com/
slots lotty manna
(February 4, 2022 - 1:07 am)vegas grand slots https://beat-slot-machines.com/
real casino gambling slots
(February 4, 2022 - 4:35 am)filthy rich slots free https://download-slot-machines.com/
big fish free slots games
(February 4, 2022 - 6:12 am)scatter slots by murka https://411slotmachine.com/
vegas slots online
(February 4, 2022 - 9:51 am)free penny slots vegas https://www-slotmachines.com/
mobile deluxe slots
(February 4, 2022 - 1:44 pm)myvegas slots free chips https://slotmachinegameinfo.com/
help with phd dissertation
(February 10, 2022 - 6:39 pm)uk dissertation help https://buydissertationhelp.com/
phd dissertation help database
(February 11, 2022 - 3:00 pm)dissertation help in mumbai https://dissertationwriting-service.com/
writing a law dissertation
(February 11, 2022 - 8:41 pm)top dissertation writing services https://help-with-dissertations.com/
dissertation defense powerpoint template
(February 11, 2022 - 10:14 pm)dissertation writers online https://mydissertationwritinghelp.com/
writing a dissertation proposal masters
(February 12, 2022 - 1:33 am)ford foundation dissertation fellowship https://dissertations-writing.org/
Comments are closed.