Investment Advice
The investment and savings market to most can be daunting. The range of products available is vast and all tend to have different tax treatments.
S-Tech as Independent Financial Advisors can assist you in finding the most appropriate investment products, which are suited to your tax position and your individual attitude towards investment risk.
Investment risk can be difficult to define and everybody will be different, so it is vital to explain your aims and needs to a suitably qualified person to make sure that you get the correct advice.
The following are some of the investment products on which S-Tech can offer advice and assist you in arranging:-
- Cash/Deposit Accounts
- National Savings Products
- Individual Savings Accounts (ISAs) – both Equity and Cash
- Unit Trusts/Open Ended Investment Companies (OEICs)
- Insurer Linked Capital Investment Bonds
- Offshore Investment Plans
The above list is not exhaustive but gives an idea of the scope of products available within the investment market. Within each of the above categories there will be a number of different schemes available through a variety of providers. Independent advice is therefore essential to ensure that the most appropriate products are selected.
Some investments can be used for capital growth, some to provide a regular income, and others can be linked with Inheritance Tax (IHT) planning.
Whether you are an individual investor thinking about investing a lump sum for the first time; an experienced investor looking for a review of your overall investment portfolio; or perhaps you are a trustee looking for independent investment advice, then S-Tech will be able to assist you.
In the first instance, to arrange an initial appointment, please contact:-
Kevin Brown
kevinb@s-tech.co.uk
01223 445436
Or
Graham Sibley
grahams@s-tech.co.uk
01223 445468