Our approach to investment advice
is based on understanding your goals for your money and how much
risk you're prepared to take with it. The expert, jargon-free guidance
your Adviser will give you builds on these basics. This means we
can make sure that our solutions are right for you and that you
have all the information you need to make an informed decision.
We can introduce you to worldwide investment opportunities from
some of the UK’s leading
fund managers. So wherever you decide to invest, you can be sure
your money will be in highly professional hands.
We recommend Sterling to our investment clients. Sterling have
3 quality investment products.
ISA’s
Invest tax-efficiently for the things you want.
If you had the money, what would you buy? A new car? A luxury holiday?
A yacht?
By investing your money in a Sterling Individual Savings Account
(ISA) you can help to make your dreams a reality. Whether you have
a lump sum that you’d like to see grow, or you want to invest each
month to build up a larger amount for the future, the Sterling ISA
could be the ideal choice for you.
- Benefit from a tax-efficient investment.
- Invest a regular amount or a lump sum.
- Create your ideal investment using a wide range of expertly
managed funds.
- Enjoy the peace of mind of a ‘no loss on death’ guarantee.
- Withdraw money without notice or penalty.
- Take regular withdrawals.
- Make extra investments whenever you like, from just £1,000.
An ISA is a medium to long term investment, which aims to increase
the value of the money you invest for growth or income or both. The
value of your investments and any income from them can fall as well
as rise. You may not get back the amount you invested.
Investment Account
Your investment in the Sterling Investment Account will be managed
by some of the UK’s leading
investment managers, offering you the investment potential of the
world’s major stock markets, with the flexibility to invest lump
sums or regular monthly amounts.
Investment Bond
If you have a lump sum to invest and need an investment product,
which has a death benefit, take a look at the Sterling Investment
Bond. This product benefits from the investment performance of
some of the UK’s leading
investment managers.
It’s an investment that aims to increase the value of the money
you invest. It also gives you some life insurance cover.
You can take out an investment bond for yourself or jointly for
yourself and someone else.
You can use the investment bond to offset inheritance tax. Your
Adviser can tell you how to do this.
You can set up your investment bond in trust for other people for
example, your children or grandchildren. Ask your Adviser about
our standard trusts.
The investment bond may be suitable for trustees of existing trusts.
HM Revenue and Customs practice and taxation
law are complex. They depend on your individual circumstances and
can change at any time.
Call us us on 01202 650077 or
click here. for clear, professional and understanding help. |
