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Mortgages

Whether a first time buyer, taking further steps up the ladder or buying to let, we can help.

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Protection

Life and Protection Insurance policies can protect you and your family

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Pensions

When do you want to retire and how much income will you need?

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Investments

Are you making the best use of any spare capital or surplus income?

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At retirement

Common retirement options in plain simple language

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Business Protection

Business protection is a way of protecting your business if something goes wrong.

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General Insurance

It’s important to ensure you put the right insurance in place to protect your home and its contents.

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Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.


Asset-backed Investments

Asset-backed Investments

There are many different asset-backed investments open to the individual investor. Each type has own specific risks, benefits and taxation treatment.

Investment Overview

Investment Overview

This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.

Platforms

Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2019/20 at £20,000.

Deposit Based Investment

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.

Indices
Value Move   %     
FTSE 100
7,277.7346.69 0.65 
FTSE All Share
3,981.6124.60 0.62 
Currencies
Value Move   %     
Euro
1.130.00 0.13 
United States Dollar
1.270.00 0.01 
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 25/05/2019 at 09:02 AM

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