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 CORONA VIRUS UPDATE - Mortgage Payment Holidays

We can help with information and contact details or reference details for your lender. You will need to contact your lender directly to set this up but your adviser will be happy to discuss your situation. Contact Us

 

 

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IMPORTANT PROTECTION POLICY LATEST UPDATE - COVID-19

Protection Providers have a variety of ways in which they can help and support clients in financial difficulties - please  Contact Us to discuss the options open to you. 

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Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.


Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at £20,000, while several new ISA variants, offer savings "bonuses".

Deposit Based Investment

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.

Investment Overview

Investment Overview

This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.

Asset-backed Investments

Asset-backed Investments

There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.

Platforms

Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.