Investments

Investments and how they work; how your attitude to investment risk will shape your investing decisions. What kind of investments there are available to you and what you need to know about them; key issues about investing in shares, bonds and property..

Hopefully within this section of our website we can explain many of these options in plain simple language and help you plan for your future. These downloadable booklets are purely intended as guidance and therefore if you require any specific advice please contact us directly for independent financial advice.

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Investment overview

This document will give you a quick snapshot of all the different investment vehicles available to the individual investor together with the key points to note. This is an at a glance guide with more detailed information being contained in the other documents on this page - Click here

What is an ISA

Any individual who is an income tax payer and has some money to save or invest, should know about Individual Savings Accounts (ISAs). Available since April 1999, ISAs offer an attractive tax-efficient investment to anyone aged 18 or over (16 or over for cash ISAs) - Click here

Asset backed investment

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment - Click here

Deposit based investment

In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor - Click here

Further Information

 For further information or a confidential consultation with regard to investments please e-mail info@upfrontfs.co.uk