top of page
Investment Chart

SAVINGS & INVESTMENT

There are many types of savings and investment products available, with their individual structures and tax implications.

​

​

Savings products include Cash ISAs, deposit accounts and National Savings & Investment (NS&I) Premium Bonds.

​

​

Investment products include Investment Bonds, Stocks & Shares ISAs and Unit Trusts.

​

​

We will recommended appropriate savings and investments products to you based on your financial circumstances, objectives, attitude towards investment risk and your capacity for loss.

​

​

Recommendations will take account of your tax position to minimise tax liability.

​

​

EXISTING INVESTMENTS

​

We will carry out a comprehensive review of your existing investments to ensure that they are still suitable for you.

Colleagues Going Over Plans

Protocol Capital Management Ltd is registered in England and Wales at Wellfield House, Nut Bush Lane, Torquay, TQ2 6LE under company registration number 5048430.

Protocol Capital Management Ltd is authorised and regulated by the Financial Conduct Authority.

Registered office: Wellfield House, Nut Bush Lane, Torquay, TQ2 6LE.

FCA number 400263

​

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. The Financial Conduct Authority does not regulate taxation advice. To visit the FCA website - money made clear please click here. To verify our status with the FCA click here and key our FCA number 400263. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.or

bottom of page