Savings and Investments
We all have individual views and different needs from our savings and investments. Whether you are looking for long or short term investment opportunities, simple and completely safe, or very bespoke and specific we have the expertise to advise.
Our advice considers a wide range of options across a
broad range of markets.
broad range of markets.
ISA investments through to specialist tax planning vehicles such as EISs* or VCTs* we can advise on what’s best for you. We construct an investment portfolio tailored to your individual objectives, circumstances and attitude to risk. Once implemented, we can provide ongoing monitoring of your investments and regular review meetings.
Through our relationship with you and your ongoing knowledge of your affairs, we will ensure your savings and investments remain the best option for you.
• Cash savings
• ISAs
• Bonds
• Unit Trusts
• Open-ended investment companies (OEICs)
• Enterprise Investment Schemes (EISs)*
• Venture Capital Trusts (VCTs)*
SCOTT HERBERT DipPFS
Partner/Independent Financial Advisor
If you want to talk to us about savings and investments, contact us by filling in the form below
Alternatively you can use one of the following to get in touch and we will get back to you as soon as we can.
0161 495 4700
enquiries@cnfp.co.uk
Clarke Nicklin Group, Clarke Nicklin House, Brooks Drive,
Cheadle Royal Business Park, Cheadle, Cheshire, SK8 3TD
Important Information
The value of your investments can go down as well as up, so you could get back less that you invested.
Past performance is not a guarantee of future returns.
*EISs and VCTs are high-risk investments. They involve investing in smaller companies, and they can be complex in structure. They are typically only suited to clients with specific tax planning needs, who are willing to accept a high level of investment risk and a lack of investment liquidity.
Any potential tax relief would depend on your individual circumstances. The availability of tax relief would depend upon the VCT or EIS maintaining its qualifying status. Please contact us for more information.
