Savings & Investments
Perhaps you want to put some money aside for a rainy day or save for children or grandchildren? Whatever it is you’re trying to save for we can advise on products that are available and which are most suitable for your needs.
Examples of Savings policies are
- ISAs – for cost effective tax-free savings
- PEPs – although discontinued we can advise what to do with them
- TEPS – Traded Endowment Policies bought and sold as investments
- Friendly Societies – offer endowment policies with exempt funds
- TESSAs
- Investment Bonds and Unit Trusts
- Investment Trusts
- Child Trusts
We will be happy to advise on all your Investment needs – give us a call or send us an email and we’ll do the rest.
Alpha Independent Financial Planning Limited is Registered in England No 5247512 at Alpha Independent Financial Planning Ltd, 1st & 2nd Floor, 80 High Street, Yarm
TS15 9AP
This is the website for Alpha Independent Financial Planning Limited who is Authorised and Regulated by the Financial Conduct Authority No 711124.