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Mortgages

Do you want to reduce your current mortgage outlay or are you moving home?

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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.


Asset-backed Investments

Asset-backed Investments

There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.

Deposit Based Investment

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Under the so-called New ISA, the contribution limit for Cash ISAs and Stocks and Shares ISAs has effectively been merged, with the overall limit increased to £20,000

Investment Overview

Investment Overview

This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.

Platforms

Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.

Indices
Value Move   %     
FTSE 100
7,965.53-30.05 stock arrow-0.38 stock arrow
FTSE All Share
4,338.90-14.76 stock arrow-0.34 stock arrow
Currencies
Value Move   %     
Euro
1.170.00 stock arrow0.01 stock arrow
United States Dollar
1.240.00 stock arrow-0.10 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 16/04/2024 at 06:00 AM