Today, it is essential that investors pursue a logical financial strategy to ensure that investments perform to their potential. Investors face a complex array of factors including constantly changing legislation, the impact of taxation on both income and capital, not to forget recent stockmarket fluctuations. Moreover there are currently over 25,000 different financial products available in the market, including over 2,700 different ISA funds.
OUR INVESTMENT STRATEGY
Place investments under constant review and with professional management teams to maximise performance.
Create the necessary investment spread to reduce risk, whilst maintaining a degree of flexibility to respond to changing market conditions.
Structure investments to reduce the impact of taxation on both capital and income.
Recommend a DFM (Discretionary Fund Manager) where appropriate.
THE KEY TO SUCCESFUL INVESTMENT
How much can you afford to invest? Lump sum or Monthly?
Examine your own financial aims and objectives. ie: Why do you wish to invest?
How much capital do you need at short notice and how much do you wish to invest for longer term growth?
Consider your "Risk profile" , are you prepared to risk short term fluctuations to achieve potentially greater long term growth?
Thereafter, we will be able to give you impartial advice based on your objectives. We can then look at the various types of investments available:
ISAs
Unit Trusts
OEICS (Open Ended Investment Company)
Offshore Investments
High Income Bonds
Guaranteed Bonds
Collective Investment Bonds
Collective Investment Schemes
Fund Supermarkets
Regular Savings Plans
Children's Bonds & Savings Plans
Visit, Call or E-Mail us today to take that first step with a no obligation consultation.
Level and bases of, and reliefs from, taxation are those currently applying but are subject to change and their value depends on the individual circumstances of the investor. The value of investments can go down as well as up, as can the income derived from them. Past performance does not guarantee future growth or income and you may not get back the full amount invested.
Financial Options (N.E.) Ltd is authorised and Regulated
by the Financial Conduct Authority.
Financial Options (N.E.) Ltd is entered on the Financial Services Register https://register.fca.org.uk/
under reference 928946.
Financial Options (N. E.) Ltd is registered in Scotland No: SC229845 Registered
Office: 7 Frithsdale Street, Fraserburgh, Aberdeenshire AB43 9AR.
Milton Financial is a trading style of Financial Options (N.E.) Ltd.
Financial Options (N. E.) Ltd takes care to provide the
highest standards of service. However, in the event that you should have a complaint,
please contact us at
7 Frithside Street, Fraserburgh, AB43 9AR, telephone 01346 510536 or e-mail
info@financialoptionsneltd.com. Our company's complaints handling procedure is available
upon request.
The Financial Ombudsman Service was set up by Parliament to sort out individual
complaints that consumers and financial businesses aren't able to resolve themselves.
Details of how the Financial Ombudsman Service can help can be found on
their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you
can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.
