There are a number of investment wrappers available and your Bright Blue Wealth Coastal adviser will go through the different advantages and disadvantages with you before recommending the most appropriate choices for your strategy. It does pay to spend some time on this aspect of your planning, as the financial market solutions are constantly changing and new ideas and concepts are always considered.
The value of your investments and any income from them can fall as well as rise and you may not get back the amount you originally invested.
Your Bright Blue Wealth Coastal adviser can help you navigate through the wealth of choices available to you and focus on tailoring your portfolio solution to your personal objectives, giving you advice and recommendation on a number of investment vehicles including:
- Open ended investment companies (OEICs)
- Investment bonds
- Gilt-edged Securities
- Unit trusts
- Stocks and Shares ISA
- Venture Capital Trusts (VCT)
- Enterprise Investment Schemes (EIS)
- Alternative Investment Market Investments (AIM)
An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.’
Tax concessions are not guaranteed and may change in the future. Tax free means the investor pays no tax.