Investments : Introduction

"Many receive advice, only the wise profit from it" - Syrus

Charlwood Leigh has helped its clients to invest over £200 million in unit trusts and mutual funds. We can assist you in deciding upon the best investment strategy and can advise you on a range of investment vehicles and their tax-planning advantages.

We can help you to choose ISAs

We can help you to manage your Personal Equity Plans (PEP)

We can help you to find the best Investment Bond

We can help you to find the best Off-Shore Bonds

We can help you to decide on what Unit Trust or Investment Trust to invest in

We can advise you on how best to reduce your Capital Gains Tax bill, using Enterprise Investment Schemes (EISs).

We can advise you on Taxation of Investment Bonds.

St Clements Danes, The Strand
Oranges and Lemons, say the bells of St Clememt's, You owe me five farthings, say the bells of St Martin's, When will you pay me, say the bells of Old Bailey, When I grow rich, say the bells of Shoreditch, When will that be, say the bells of Stepney, I'm sure I don't know, says the great bell at Bow.

Equities are generally a higher return investment compared to other classes of assets over the long term. But you need to be aware of the following risks:

The capital value of units purchased through these plans, and the income which they can produce, can fall as well as rise depending on Stock Market conditions and the demand for the security on the open market.
Investments for equities should be considered for the medium to long term, as if you encash the investment in the early years or at a time when the markets have moved against you, you may get back less than you originally invested.
Past performance is no guarantee of future returns and independent advice should be sought as to the best investment route for your personal circumstances.

Charlwood Leigh Limited
Registered Office: Cameron House, Church Street, Leatherhead, Surrey, KT22 8EF, UK. Registered in England 2436806.
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Charlwood Leigh is authorised and regulated by the Financial Services Authority (FSA) , and subscribes to the Mortgage Code.