T: 01244 526888
A tailored approach to investing
Whether you are a seasoned investor, or are just starting out, investing can be daunting, with concerns about market volatility and potential losses looming large. However, with the right financial advice, you can navigate these uncertainties and unlock the benefits of smart investing, ensuring a secure financial future tailored to your goals and risk tolerance.
When it comes to investing, there are many potential options. Stocks and Shares ISAs offer a tax-efficient way to invest in the stock market. With the potential for higher returns compared to traditional savings accounts, they provide an opportunity to grow your wealth over the long term.
General Investment Accounts (GIAs) provide a flexible way to invest in a wide range of assets outside of tax-advantaged wrappers like ISAs and pensions. With no contribution limits, they offer freedom and versatility for long-term wealth growth and financial planning.
Investment bonds are tax-efficient investment vehicles that offer potential for growth over the long term. With the ability to defer tax on investment gains until withdrawals are made, they provide flexibility and security for investors seeking to build wealth while minimising tax liabilities.
Whether through stocks and shares ISAs, general investment accounts, or investment bonds, investors can take advantage of various tax breaks tailored to their individual needs and circumstances. Investment opportunities enable you to maximise tax efficiency while working towards your financial goals, ultimately securing a more prosperous future.
You should remember though that unit prices and the value of your investment can fall as well as rise and there is no guarantee you will receive a return of your original capital, especially in the early years or if you choose to take an income/withdrawals from it. Past performance is no guarantee of future returns.
Evolution House
Lakeside Business Village
St David's Park
Deeside, Flintshire
CH5 3XP
T: 01244 526888
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Chesterton Grant Mortgages Ltd is registered in England and Wales. Company Registration Number 04232613. Registered Address: Evolution House, Lakeside Business Village, St Davids Park, Ewloe, Flintshire CH5 3XP.
Chesterton Grant Mortgages Ltd are authorised and regulated by the Financial Conduct Authority (FCA). You can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register. Our Financial Services Register number is 300796.