An investment bond is a single premium whole of
life policy taht allows you to invest in a range of funds, in the
hope that your money grows more than it would in a bank or building
society.
Investment bonds are just one way of investing and perhaps other
investment vehicles may be more suitable to help you achieve your
objectives. Our investment advisers are currently offering a free
investment review which will help evaluate the best place for your
money, so why not take advantage of it today.
More Investment Bond Information
What does an investment bond do? Investment bonds acts as a structure which give you access
to a selection of funds. It gives you the flexibility to move between
funds easily when necessary, for example when your risk profile
changes.
What is a fund?
A fund is invested in by many people, with the money being looked
after by expert fund managers. Pooling money together in this way
means the risk is spread but you also have the opportunity to invest
in a wide range of investments.
Summary of Investment Bonds
- investment bonds can provide many tax efficient advantages
- there is the potential for better returns than a bank or building
society account and potential to beat inflation
- investment bonds give flexibility to move between funds, if necessary
- ideal for lump sum investment
- professionally managed by experts trained to anticipate trends
and opportunities
- guaranteed bond option - guaranteeing return of at least the amount
you have invested
Invest in an ISA Online
Currently it is not possible to use our online investing facilities
to invest in investment bonds. If you feel that an investment bonds
are a the ideal vehicle for you then discuss your options with one
of our advisers.
Alternatively you can take advantage of our discounted funds when
you invest in an ISA online with us.
Chartered Financial Planners - Principle First Financial
Services are one of the few Independent Financial Advisers to achieve
Chartered Status in the UK - a reflection of our professionalism and
dedication to providing the highest level of customer service and
financial planning, including wealth management and inheritance tax
planning.
Principle First Financial Services is a trading style
of GMF Marketing Services Ltd. which is authorised and regulated by
the Financial Services Authority. Principle First Financial Services
is entered on the Financial Services Authority's register under reference
number 409667.
PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS & INVESTMENT
RETURNS MAY FALL AS WELL AS RISE - Risk Profile must be clarified
before proceeding with any investment advice. We use the phrase best
ISA on the basis that it may be the ISA most suitable to
your needs.