The value of investments can fall as well as rise. You may get back less than you invested.
If the product or fund invests overseas, this may in part be due to exchange rate variations. Most investments should be considered as a medium to long term commitment, meaning you should be prepared to hold them for at least 5 years.
The value of any tax benefits described depends on your individual circumstances. Tax treatment varies according to individual circumstances and is subject to change.
Are your surplus business funds working as hard as they can? Today's good investments are tomorrows extra capital. Here at we have a wealth of experience in providing tailored investment solutions for businesses. Everything we do is based on a thorough understanding of your needs. We'll work with you to establish your attitude to risk, your cash flow and any future projects you expect to need to fund. We can help you build an investment portfolio that meets your needs and objectives, whilst reducing your tax liability.
Who will monitor your investment performance? We know that you are busy running your business, so we can do it for you. Our recommendations are regularly reviewed and we continually research the market to ensure that we have leading solutions that are right for your business.