Portfolio Planning

In addition to ensuring the correct portfolio has been created, in-line with your attitude towards risk, attention must be paid to the product selection.

As looking through our investment product library will show you, there are a wide range of investment products available. While they are increasingly flexible, there are still times when it is better to use one over another. The most common reason for this is the tax treatment of the policies.

Only by looking at your objectives and desired outcomes, as well as your financial position as a whole, is this possible.

To discuss how the different investment products may suit your needs, you can contact us, or call 02380 004444.

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