Types of Investments
There are lots of different types of Investments, from various tax wrappers, to a universe of funds and a growing range of asset classes! Below are a few of the core products.
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Core Investment Products
ISAs are tax-free saving havens, ensuring you keep your hard-earned money and investment returns for yourself. ISAs are very simple tax wrappers that protect your savings from tax on both your capital investment and any future growth. They are often one of the first ports of call when assigning money for investing. Our access to the open market ensures we can find market-leading ISAs that work for you. This means that we can invest in both cash and multi-asset holdings to try and grow your money in line with your attitude to risk, whilst sheltering your money from unnecessary tax.
Not only will we find the right solution for you now, but we’ll keep on top of the industry as it evolves to review your position regularly. Our approach to ISAs is like the rest of our business: purely transparent and unbiased.
General Investment Accounts
A general investment account is a flexible option that allows you to hold multiple investments from the broad investment universe easily. We can provide detailed advice as to what General Investment Accounts (GIAs) to opt for, allowing you to get organised and foster growth. These are often used in addition to other tax wrappers. This means we can utilise annual allowances and manage your money to hold investments in the most suitable places for you. This evolving process means moving assets within tax wrappers to maximise on tax savings. We offer this service to all of our clients, so that you can rest assured your money is working as efficiently as possible for you.
Investing in onshore and offshore bonds is a sensible, legal way to protect and take care of savings. Pure Wealth Management can talk things through and select the best option for you so you can make the most of your value. Tax planning is key here, to legitimately control the tax you pay, whilst investing in line with risk that you deem suitable for your needs.
Pure Wealth Management’s expertise, cutting edge research tools and assertive approach to the financial market allow you to diversify your investment portfolio.
To make the most of unit trusts and open-ended investment companies (OEICs), you need a trusted voice with an eye on the entire market to help you make the right choices.
By listening to your aims, we can identify investments that work for you. Curating a portfolio of investments is made easy when you have the benefit of our client-focused, clearly communicated advice and investment tips.
Whatever you require to make the most of your money, contact the Pure Wealth Management team. We’re always keeping on top of the financial world, so no matter your query, our investment management advisors will have the answer in plain English.
The value of investments may fall as well as rise. You may get back less than you originally invested.
Pensions can seem confusing and with good reason. There are many different types, with their own sets of rules and functionality.
The biggest asset for most people is their home. Whether you are a first time buyer, looking to review your current mortgage, or you are building a buy-to-let portfolio, we can help.
Protection Planning is all about preparing for the unexpected. A thorough protection review can give you peace of mind that following illness, injury or worse, you can still provide for yourself, your family and your business.
Estate Planning & Will Writing
Making arrangements in the event of your death can be daunting, our expert advisors aim to build a personal relationship with you, so it needn’t be a difficult task. We make sure to understand you and your wishes, so that we can tailor your planning to cater for exactly what you intended.