Investments

Different investment products are suited to different investment aims.  The right one for you will depend on how quickly you need access to your money, your attitude to investment risk and how much you hope to get back.

Lump sum investments can be designed to provide capital growth, income or a combination of both.  We can advise on various investment vehicles including Investment Bonds, Unit Trusts and OEICs, ISAs and National Savings.

Please be aware that past performance is not necessarily a guide to future returns and your money may go up as well as down.

If you live in Ulverston, Furness, South Lakes & Cumbria and would like to discuss Regular Premium Investments or Lump Sum Investments call us on 01229 585818 for a no obligation chat.