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Investment Chart


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.


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

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