Product Guides
An insight to some Financial Products
These guides are intended to provide an introduction to some of the financial products available. These guides do not constitute advice or imply suitability to your personal circumstances, before purchasing any financial product you should seek financial advice.
Investments
Making your money work hard for you is important, but more important is the need for your money to fit your needs, attitude to risk and aspirations. There are many types of investment vehicles and investment approaches, gain an insight to some of them here.
Retirement
Retirement is a big financial step, and understanding all the options available to you is essential. This introduction provides information on your options for retirement
Protection
There are many things you should protect against - find out how protection products have been designed to cover most eventualities.
Risks
Most investments carry an element of risk, and prior to entering into any contract, if in any doubt as to its suitabliilty, please seek Independent Financial Advice.
- Past performance is no guarantee of future returns
- The price of units and the income from them can fall as well as rise
- The value of the investment is not guanteed and on encashment you may not get back the full amount invested.
All statements concerning the tax treatment of products and their benefits are based on our understanding of current tax law and HMRC practice. Levels and bases of, and relief's from taxation are subject to change.
Online Services
Our range of online services allow you to obtain illustrations, specific product information and set the application process rolling online.
Visit our online services section for more details.