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

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

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

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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.

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

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EXISTING INVESTMENTS

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