SAVINGS AND INVESTMENTS
With banks and building societies currently offering low interest rates, many clients are seeking alternative investments. If you are considering alternatives, you need to be sure that you fully understand the products on offer and the implications of selecting investments with higher rewards.
What type of investment will best suit your needs?
- Your financial position
- Your attitude to risk
- Your expected returns
- When you need your money back
- Rate of tax you pay
Saving and Investment Products
- Independent Saving Accounts (ISA’s)
- Fixed Interest Investments
- Property Investments
- Unit Trusts
- Investment Trusts
- OEICs
- Investment Bonds
Otter Wealth take the time to understand your personal circumstances and attitude to risk and select relevant providers to offer guidance as to which investment products would be right for you. Whether you are saving for a specific purpose or ensuring that your investments are in the best place or are structured in the most tax efficient manner, we can introduce you to providers that can offer up to date, relevant and impartial savings and investment advice through approved teams of independent financial advisors. Access to our database will ensure you get the right savings and investment advice so that you can take advantage of the many savings and investment products that aim to make your money grow.
Whether you are considering investing in individual companies, a collective investment scheme such as a Unit Trust, Open Ended Investment Company (OEIC), an Investment Trust or making the most of tax efficient investments such as through an Individual Savings Account (ISA), it pays to get independent financial advice from a qualified financial advisor. Our database has been fully vetted and we will only put you in touch with qualified and legitimate financial advisors.