Capital Investment

Grow your current capital, by means of investment in another form of enterprise.

If you are seeking to invest a lump sum for growth or income or both, we can advise on a wide variety of investments such as Unit Trusts, ISA's , Bonds and Investment Trusts. Offshore investments are also available for those with particular tax requirements.

There are major principles to be observed in this important area of your planning.

• What is your attitude to 'risk' involved in investment?
• Over what period of time do you plan to invest?
• Are you looking for Capital Growth or Income or Both?
• What is your current tax position?
• What is your current portfolio of investments made up of?
• Are you seeking some form of "ethical investment?"

A personal financial review is essential to establish the nature and extent of any investment advice. Call Gerard Associates to arrange one now, at no charge and with no obligation

Investments that have any exposure to equities can go down as well as
up, and are purely dependent upon the performance of the underlying
investments, and you may not get back your original investment. Past
performance of a fund is not a guarantee of future performance.