Expert Guidance Every Step of the Way
SAVINGS AND INVESTMENTS
Lump Sum Investments
Tax Free ISAs*
John Summers - Financial Advisor, I provide a wide range of consulting services tailored to our clients’ needs. Contact me to find out how I can help today.
If you are unclear or unsure on anything - be sure that you are not the only one. No question is a stupid question!
The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.
*The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.