This is the time to plan

 

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Investments
“Is your money working for you? Are you happy with the current management of your finances? Langtons are able to offer a comprehensive financial service with regular reviews.”
Richard Southward

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. This section of our website looks at the following

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)
  • Personal Equity Plan (PEP)
  • 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 Devon, Cornwall & Somerset.

Langtons offer truely Independent Southwest financial services.