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INVESTMENTS

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FINANCIAL ADVICE THAT’S AS UNIQUE AS YOU ARE

Whether you have £10,000, £100,000 or £1,000,000, the same fundamental principles apply to any successful investment planning:

  • Tax efficiency
  • Managing risk
  • Maximising return
  • Diversification
  • Regular reviews

There are two main reasons people invest:

  • To accumulate a lump sum for the future
  • To provide an additional income

There are, however, numerous solutions and we will use our expertise to establish the most appropriate investment for you, and critically, the right level of risk for you. We will also consider the most tax-efficient option for your circumstances and aim to use diversified investment portfolios with the aim of optimising returns.

With increased market volatility, risk management is vital and one way this can be achieved is via our Wealth Management service, which provides peace of mind to know your investment is being monitored with adjustments recommended when required. For further details, please refer to the Finance Shop Wealth Management section

The value of investments and the income they produce can fall as well as rise. You may get back less than invested.
For ISA’s Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
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OUR INVESTMENT SERVICES

Discretionary Service

Taking the work out of managing your investments

Advisory Service

The final investment decisions remain with you
Discretionary Service

This service may be particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio – perhaps because they lead busy day-to-day lives or because they are enjoying retirement and wish to travel.

The value of investments and the income they produce can fall as well as rise. You may get back less than invested.

Advisory Service

The advisory service is designed for people with all levels of experience who want to take an active interest and be in control of the construction and ongoing maintenance of their portfolio, but wish to take advice on the strategy employed and the assets to be held.

The value of investments and the income they produce can fall as well as rise. You may get back less than invested.

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WE’RE WITH YOU EVERY STEP OF THE WAY

With over 20 years of financial services experience, from mortgages to protection, our varied industry knowledge will cater for any financial circumstance you find yourself in.

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20 +

YEARS OF FINANCIAL EXPERTISE

We love our job and hope that shows through when there is nothing about the industry that our team do not know.
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100 +

Mortgages To Suit You

No matter your circumstances, we are here to get the right mortgage for you.
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FIRST TIME?

First time buyer mortgages

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MORTGAGES

Looking for a mortgage deal?

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PROTECTION

How to protect your mortgage

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REMORTGAGE

Get great remortgage deals

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READY TO DISCUSS YOUR OPTIONS?

With hundreds of mortgage products available, you can be sure that our experienced team will find a great deal for you.
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SEE HOW WE’RE BEING RECOMMENDED

We’re proud to have been recommended by our local customers of St Neots

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