At some point in their lives most people have
a need to discuss investment planning. They may have accumulated
funds from savings, inheritances, savings plans that have
matured or cash lump sums from pensions, critical illness
and life assurance plans.
Face to face advice is provided to make recommendations
on Savings and Investments to help you build your capital
value or to draw an income. Your current and future financial
situation, your attitude to risk and you current and future
tax position will all be taken into account.
Our specialist consultants can advise and
assist you on:
ISA’s
Guaranteed Accounts
Unit Trusts
Investment Bonds
With Profit Bonds
Venture Capital Trusts
Offshore Bonds
HM Revenue and Customs practice
and the law relating to taxation are complex and subject
to individual circumstances and changes which cannot be
foreseen.
Openwork Limited offers insurance and investment
advice on products from a limited number of product providers
and advice on mortgages representative of the whole market.
