Investments

It is a concern that some people have the impression that independent financial advice is only for the wealthy. You do not need to have a fortune before seeking independent financial advice – it is in fact available to everyone and is probably required now more than ever before. Today there are so many different types of savings and financial investments that it is always wise to seek Independent financial advice. The following is an overview of the areas that we can provide guidance, information and advice on.

Children’s Savings

• Savings for Children’s Education
• Child Trust Funds
• Child Trust Fund Voucher
• Children’s Savings

 Tax efficient Investments

• Individual Savings Account (ISA Investment)
• Venture Capital Trusts (VCT)
• Enterprise Investment Schemes (EIS)

 Current Investment Issues

• With Profits Policies
• Market Value Reductions (MVR) / Surrender Penalties
• Closed Funds

Non standard Investments

• Investment in Fine Wine
• Traded Endowment Policies (TEPS)
• Market Value Reductions (MVR) / Surrender Penalties

Investments in general

• Investments in Commercial Property
• Diversity of Fund choice
• Investments for Capital Growth & / or Income
• Investment Bonds
• National Savings and Investments
• Withdrawal & Encashment
• Portfolio Planning
• Equities
• Investment Trusts
• Stock Exchange / FTSE
• Attitude to Risk
• Interest

We hope you find this section informative. If you require further personal finance information on the items relating to Investments or have any queries please use our contact page or e-mail: enquiries@langtons.co.uk .  Langtons have male and female adviser based throughout Dorset, Devon, Cornwall & Somerset.

Langtons offer truely Independent Southwest financial services.

The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested.