Investments and Savings

updated: January 22, 2010

We provide a wide range of investment services which includes the following types of situations:

Miss A has inherited an estate worth over £2 million and has no real experience of investing. We can create and maintain a portfolio consistent with her attitude to risk and provide the level of income she requires.

Mr B is married with two children and realises that all of his income is being spent on the present. We can set up a monthly investment plan for whatever he can afford.

Mrs C and her husband have been retired for some years and although they have built up a portfolio of direct shareholdings they are no longer interested in following the markets. We can move their shares into a portfolio of investment funds and index trackers to gain the benefits of professional asset allocation and fund management. We make sure that the Capital Gains Tax aspects are managed efficiently.

Mr D has sold his father's house because his father has moved into a care home. We can invest the proceeds of the property to provide the high level of income required. We will also consider whether an immediate care plan might be appropriate.

Mr and Mrs E have a large number of ISAs, unit trusts, OEICs and investment bonds, the volume of correspondence for which is beginning to annoy them. We can tidy these up and provide a single source of information by moving these into the Nucleus Wrap.

Miss F is a solicitor and is a trustee for a number of family trusts. We can arrange suitable actively managed and tax efficient portfolios for these trusts.

Mr G prefers to purchase his own investments but does not want to be involved in the administration. We can set up an execution-only service using the Nucleus Wrap.

Mrs H has a With Profits Bond from which she is making monthly withdrawals to support her income in retirement. However, the annual bonuses are lower than the 'income' that she is withdrawing and the capital value is reducing. We can carry out a detailed review of her With Profits Bond to determine whether it should be encashed and the capital invested elsewhere.

Asset.tv

Asset.tv is a free to use online TV channel giving you a window on a growing library of up to the minute fund manager views together with the latest information on ISAs, unit trusts, SIPPs, shares, bonds and structured products.

It gives you the opportunity to meet the person managing your investments, see the whites of their eyes and hear their latest thinking. And of course meet many investment experts you may not have heard of before.

Furthermore, you can increase your understanding by refering to 'frequently asked questions', 'Masterclass sessions' and pensions reports from the Pensions Management Institute.

We want you to prosper

Each of us can develop an attitude of real prosperity now whether we consider ourselves to be rich or financially stretched. 

We can be thankful that we live in such an abundant universe.  We have all the air we need.  All the water that we want to drink.

We have many rich experiences of life. Being prosperous has less to do with money and more to do with the attitude with which we view ourselves and life.  The key to an abundant lifestyle is to maintain that sense of prosperity.  This then allows us to be more confident in our generosity to those around us.