Mutual funds
Savings and investment advice” width=”200″ height=”133″ />A unit trust reduces your risk of investing in the stock market by pooling your savings with thousands of others, and then spreading the money across a wide range of shares or other types of investment.
Unit trusts are also cost effective, charging a fraction of what it would cost you to invest in a broad basket of shares by yourself.
The beauty of unit trusts is that professional fund managers are employed to look after your money.
Whatever your objective, income now, income later, a growing income, building up a sizable investment, a suitable unit trust can be found.
There will be a unit trust to meet your risk profile.
Income from unit trusts is liable to income tax and capital gains are potentially liable to capital gains tax if personal allowances and reliefs are exceeded.

Financial planning is not just about buying financial products. Our financial advice service is based around your needs today and your intentions for the future. Our advisers will work with you to achieve your goals, protect your family and save for the future.