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Investments Overview

This looks at the different investment vehicles available to the individual investor together with the key points to note. This is a quick guide and should not be considered a recommendation for any particular type of investment.

Different types of asset-backed investments include: Shares; Gilt-edged Securities (Gilts); Friendly Societies; Unit Trusts; Individual Savings Accounts (ISAs); Investment Trusts; Open Ended Investment Companies (OEICs); Investment Bonds.

You can find out more about investments here

ISA

ISA is a tax efficient way of saving, either on a regular contributions basis, or on a lump sum basis. Savings can be either deposit or equity based. Speak to us for more information about availability of these valuable assets.

Deposit Based

It is essential that we all hold some capital assets on deposit. This may be just for day to day expenses and further emergencies, or it may be an investment preference. Either way, we can help you to understand which type of deposits are most suited to you and which to avoid.

Financial Planning

Life Protection

Corporate Protection

Retirement Planning

Pensions On Divorce

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Contact Us

8a Warren Heath Road, Ipswich, Suffolk, IP3 8TD

enquiries@cardinalwealth.co.uk

Office: 01473 717939

Mobile: 07958 808846

Cardinal Financial Planning and Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Cardinal Financial Planning and Wealth Management Limited. Registered in England and Wales, under company no. 09565939. Registered office address - Unit 4 & 5 Brightwell Barns Waldringfield Road, Brightwell, Ipswich, Suffolk, England, IP10 0BJ. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK