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Are you looking for a better investment returns from your ISA?
We can help
"More cash ISA savers are approaching or have exceeded the £50,000 safety limit for cash deposits. This is the maximum amount that would be protected under the Financial Services Compensation Scheme should their ISA provider go bust" Financial Mail on Sunday
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| Many people invest into cash or single fund ISA’s for simplicity or considerations of investment risk, when a balanced portfolio of diverse funds, tailored to an individuals own attitude to investment risk is more likely to accommodate that persons anticipated returns, and protect against market fluctuations. |
Your Investments, Your Financial Future
Many people feel that investments can be a confusing and complicated topic. Sadly, because of this, they take the view that ‘out of sight, out of mind’ means that everything will be ok, eventually. This is definitely not the case.
Any investment you make or have already made need to meet certain basic criteria which are personal to you and your circumstances. Can you answer ‘yes’ to the following questions?
- Do my investments reflect my own attitude to investment risk?
- Is there a strategy in place for reviewing the investment risk within my investments, to take account of market and personal changes?
- Are my investments tax efficient?
- Are my investments producing the required income or capital growth to meet my needs and aspirations?
- Are my investments accessible in times of need?
- Are my investments in a balanced portfolio of funds or just invested in a single fund?
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Pension & Investor Lite, Pensionlite, Investorlite and ISAlite are the trading styles of Advicelite Ltd, which is Authorised and Regulated by The Financial Services Authority. Registered office Summit House, Wanstead, London E11 2AA. Registration number 05217472
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