Investments & Wealth Management

ISAs

"How do I save for tax efficiency?"

Individual Savings Accounts grow free of capital gains tax and free of income tax dividends. Ideal for Medium to long term saving.

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Investments

"What if I have more ‘emergency’ cash than I need?"

Cash over and above emergency needs and intended for medium to long term savings should be invested in assets that are likely to outpace inflation

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Deposits

"I don’t want to tie up my cash!"

Openwork advise clients who wish their money to remain in bank deposits but obtain a better return, via a referral to Insignis who maximise returns with a cash management service.

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With - Profits Investments

"What about ‘With-Profits’ Investments?"

The Centre Court Partnership, through Openwork, recommend Prudential Assurance for unit-linked, with-profits investments for it’s broadly diversified funds.

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Tax Planning

"How can I minimise Tax?"

Our advisers help clients maximise the use of personal income tax, capital gains tax and dividend tax allowances.

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Cash-flow Forecasting

How much do I need to invest to reach my goals?

We have market leading cash flow forecasting software to help understand how much needs to be invested so you can reach your objectives.

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Lifetime ISAs

"How can this benefit me?"

These products offer 25% tax top up on a maximum of 34,000 per year to go towards a first-time purchase. Conditions apply.

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Investment Risk

"Everyone has a different risk attitude. Can you tailor this for me?"

Investments carry different levels of risk, but risk and reward go together. We carefully assess your attitude to risk and capacity for loss to ensure we tailor an investment suitable for your needs.

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How can I find out more?

"Can we arrange a face to face meeting?"

Our Financial Conduct Authority registered investment advisers are happy to help and advise. Please call us on 01372 747799

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An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be forseen.

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In every respect we found David patient, informative, professional and very prompt in providing anything required to help with the mortgage and insurances for our purchase. From our first meeting David has given us sound advice, been unfailingly courteous, helpful and pleasant.

- Natalia Burda