Investment Planning

Professional independent financial advice with a country flavour

Investment Planning

A wide and diverse subject!

Investment planning can encompass stocks and shares, unit trusts and ISAs, insurance company policies, property and bank or building society accounts. Identifying the right solution for you involves a careful assessment of the following:

	Time period over which to invest
	Attitude to investment risk
	Overall aims and financial ambitions

We will consider how the following arrangements can meet your financial requirements, and we will put together a tailored solution to suit you.

	Bank and Building Society Accounts
	Individual Savings Accounts (ISAs)
	Unit Trusts / OEICS
	Property
	Guaranteed Income / Growth Bonds
	Insurance Bonds
	National Savings
	Stocks and Shares
	Investment Trusts

Please contact us for further information.

Past performance should not be seen as an indication of future performance. The value of investments in the stock market held directly through individual shares or indirectly through collective investment vehicles, as well as any income derived from them can go down as well as up. Investment returns cannot be guaranteed and you may not get back the full amount invested. The stock market should not be considered as a suitable place for short term investment.

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Moorbridge Financial Services Limited is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

Moorbridge Financial Services Limited. Registered in England and Wales no. 4924270.

Registered office: Peacock Farm, Westhay, Glastonbury, Somerset, BA6 9TX

Neither Moorbridge Financial Services Limited nor The Whitechurch Network Ltd assume responsibility for the content or accuracy of the information contained within any linked site(s) accessible from this site.

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

FSA Registration Number:190859