Investment and Savings

As a business owner, are you aware of the various investment and savings vehicles available to you personally and your business?

Investment and Savings

As a business owner, are you aware of the various investment and savings vehicles available to you personally and your business?

Many of these qualify for large tax savings. At Pembroke Consulting, we are dedicated to responsible wealth management and comprehensive investment and savings planning.

Good investing and saving is not just about the benefits during the good times, but also protecting capital during the not so good times. Today, there are many savings and investment options available to you personally such as:

  • NISAs
  • Bonds
  • Investment Trusts
  • OEIC
  • Unit Trusts
  • Off Shore Bonds
  • Government Gilts
  • Children’s Savings Plans
  • Qualifying Non- UK Pension Scheme (QNUPS)

Your Business can invest in numerous investments available such as:

  • Small Self-Administered Schemes (SSAS)
  • Self-Invested Personal Pension (SIPP)
  • Bonds
  • Investment Trusts
  • OEICs

Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing this with the need for income, growth or both.

Wealth creation and management is an ongoing process, and we will have regular reviews of your investments and savings to help achieve your financial goals.

The Financial Conduct Authority does not regulate some aspects of buy to let mortgages
Your home or property may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Changes in the exchange rate may increase the sterling equivalent of your debt.
Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.
Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.

 

For You

At Pembroke Consulting, we provide comprehensive financial planning services for private clients, whether you are saving for your first property or taking drawdown from your retirement funds.

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For Your Business

Our work at Pembroke Consulting brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer complete advice to corporate clients, including their staff, from start-up to sale.

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For Tax Planning

Pembroke Consulting work closely with a team of Trustees, Chartered Tax Advisers and Chartered Accountants with broad industry experience and a proven track record in dealing with complex taxation.

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