Acclaimed Independent Financial Group: Mortgages

Savings and Investments

Whether you are saving for the future, or wanting to invest a lump sum of money, there are many schemes available to you. Gaining professional advice on the schemes available would be our recommendation.

Savings and investment schemes available include National Savings products, Friendly Society Bonds, Investment Bonds, Investment Trusts, Unit Trusts and Child Trust Funds. Buying Individual Savings Accounts (ISAs) are a popular way to save, either using a lump sum or a regular monthly saving. They can be in the form of a deposit at a bank or building society, or linked to an equity based product investing indirectly into stocks and shares. Under currently legislation any interest and/or growth is tax-free.

Our advisers have many tools at their disposal we try to ensure that we correctly ascertain your attitude to investment risk, thus allowing them to help give you the right advice and recommendations. A full and concise presentation of the risks and rewards involved will be set out for you to make your decision.

Savings and Investments are a crucial area to seek Independent Financial Advice in, so we are ideally placed to help you.

The Granary, Madam Green Business Centre, Oving, Chichester, West Sussex PO20 2DD
Telephone: 01243 790760 Fax: 01243 779169 Email: Info@Acclaimed-Financial.co.uk

Disclaimer

Acclaimed Independent Financial Group is a trading name of C.P.H. Ltd which is authorised and regulated by the Financial Services Authority