It is important to choose the right tax wrappers and investment funds for your needs. We attain detailed information from you in order to make the most appropriate recommendations based on your current circumstances, your short and long term objectives and your attitude to risk. We then review this information at regular intervals as your circumstances may change throughout life.
Please note the value of investments in the fund depends directly upon the value of the underlying assets and can, therefore, go down as well as up. As a result there is no guarantee that your initial investment will be returned.
What you get back will depend on future investment performance and is not subject to any guarantees. Investment returns may be lower than illustrated.
If you require any additional information or assistance do not hesitate to contact us either by E-mailing us or call us free on 0800 435648