Savings & Investments

If you have money to invest, you want it to work as hard as possible for you, so you’ll want to review all of the options available to best meet your needs.

The first step is to understand the amount you have to invest, your financial plans and aspirations and your attitude to investment risk. We will also review any existing portfolio and provide an analysis of its effectiveness.

We will then advise you on the best options from the full range of providers, from a completely impartial standpoint. This can include any of the savings and investment options below:

  • National Savings Products
  • Endowments
  • With-profits
  • ISAs and Junior ISAs
  • Equities
  • Collectives
  • Unit Trusts
  • OEICs
  • Investment Trusts
  • Fixed Interest
  • Capital Investment Bonds
  • EIS
  • VCT
  • Offshore Collectives

The earlier you start this plan the greater the chance of realising your ambitions, and regular reviews will help keep you on track. Call us today, or complete the short form below and we will get back to you to arrange a no obligation meeting.

  • Beacon House
            Red Lion Square
            Tredegar
            NP22 3PW
  • enquiries@beaconifa.co.uk
  • 01495 713900