02825 640919 | nigel@srgfinancial.com

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.

The value of your investments can go down as well as up, so you could get back less than you invested.


Investment Overview

Investment Overview

This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.

Asset-backed Investments

Asset-backed Investments

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.

Deposit Based Investment

Deposit Based Investment

In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2018/19 at £20,000.

UK News

The Duke of Edinburgh was helped from his Range Rover on a road near the Queen's Sandringham estate.
The PM says she wants to discuss the Labour leader's Brexit plans, but he dismisses her talks as a "stunt".
Jurors are shown "distressing" footage of an air show loop manoeuvre which ended in a fatal explosion.
Japan's Hitachi is suspending work on the Wylfa Newydd plant in Wales amid concerns over rising costs.
Mark Fellows shot dead crime boss Paul Massey and mob "fixer" John Kinsella in a gang feud.