Savings & Investments

There are many different types of investment products available on the market. Which route would you take?

 


Town & Country Private Finance Ltd offers advice on the full range of products available and will guide you through the mine field, ensuring your money is best placed to meet your investment objectives.

We will assess you needs, objectives and attitude to risk to establish where your money should be invested. Products covered include, Deposit/Savings Accounts, National Savings, ISA's, Investment Bonds and Unit Trusts. 

Not every investor is the same and so each recommendation is tailored to a client's needs. This may include comprehensive portfolio planning or even Tax Planning.

 

Our Investment Process may include:
  • Attitude to Risk Assessment 
  • Income Assessment/Requirements 
  • Full Independent Whole of Market Research 
  • Product Selection 
  • Asset Allocation 
  • Fund Selection 
  • Portfolio Selection 
  • Use of Trusts 
  • Inheritance Tax Planning 
  • Income Tax Planning 
  • Annual Portfolio Review/Investment Review 
  • Life Time Cash Flow Analysis/Planning

 

The value of your investment can go down as well as up and you may get back less than you have invested.
The Financial Conduct Authority does not regulate deposit accounts, National Savings and taxation & trust advice.