Investments

Whether you are looking to invest a small or large amount, we can guide you on the issues to consider and, if required, make a recommendation on how the money should be invested.

We can offer a one off solution, or we can offer a more long term service with frequent reviews to ensure your money is looked after and adapts to changing circumstances and market conditions.

There are thousands of different investments and different tax wrappers in which to hold them.

We offer to assess:

  •  Your overall circumstances to ensure the solution is suitable
  • Your specific goals and requirements to ensure the solution meets your expectations
  • A wide range of tax solutions
  • A wide range of investment types

We can help with:

  • ISAs
  • Insurance Bonds (onshore)
  • Investment Bonds (onshore)
  • General portfolios
  • Pension investments
  • Other collective investments (onshore

 

Types of investments you may be considering:

  • Unit trusts & OEICS
  • Index Trackers
  • Exchange Traded Funds (synthetic and asset backed)
  • Stocks and shares
  • Structured products
  • Guaranteed bonds
  • Capital protected plans
  • Other collective investments (onshore))

Better still contact Astute Money Management Ltd to take the pressure of you and allow you to focus on running your business.
Call us on 01202 263856 or fill in our online form. One of our consultants will call you back and discuss the benefits our service can provide to you.

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Visit us at

12 Meyrick Park Crescent
Bournemouth
BH3 7AQ

Phone:
01202 263856

Email:
advice@astutemm.co.uk

Astute Money Management Ltd is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Conduct Authority.

Sesame is entered on the Financial Services Register under reference 150427. The FCA does not regulate trusts and some forms of tax planning. Astute Money Management Ltd is registered in England & Wales (registration number 04206845) at address: 12 Meyrick Park Crescent, Bournemouth, BH3 7AQ