Investments Overview

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

investments

INVESTMENTS

Whether you are investing with specific goals in mind or want to grow or review an existing portfolio, McCreath Financial Partners can offer professional help and advice. If you have unstructured savings, a large amount of cash from a redundancy payout or a retirement lump sum but do not know where to start, we can help. Perhaps you are thinking ahead and want to build your wealth from smaller beginnings, contact us to discuss how we can help.

REGULAR INCOME

A common request from our clients is how to generate a regular income from their capital to help supplement other income sources or even pay for regular outgoings such as university fees. We are able to offer many bespoke solutions to meet this need to ensure a consistent, tax efficient income without sacrificing access to capital.

We have access to a multitude of investment solutions with an extensive range of products available in the UK, plus offshore investment opportunities.

Types of investments we advise on include -

•    Investment Trusts
•    Unit Trusts
•    OEICs
•    Endowment Policies
•    Investment Bonds
•    ISAs
•    Annuities
•    Venture Capital Trusts (VCT)
•    Enterprise Investment Schemes (EIS)
•    Structured Products

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