An investment is defined in the dictionary as an asset to which you commit capital, in an attempt to obtain a financial return in the future, by way of income or growth.
There are numerous ways in which money can be invested and finding the most appropriate arrangement can be a daunting task.
All our Advisers at Oakfield Financial Services Limited have an in depth knowledge of the various different investment options available to you. Our Advisers understand how the arrangements work, their tax advantages and also their limitations. Our Advisers will work with you in making a recommendation for an investment to ensure it is appropriate to your requirements.
The majority of our clients invest in a variety of products with numerous different providers. Many of these arrangements invest in equities and the most common ones of these are Unit Trusts, Investment Trusts or OEICs (Open Ended Investment Companies). Although some of these can be invested in directly they can also be invested in via ISA’s (Individual Savings Accounts), which have tax advantages over direct investment.
Our clients often invest for the long-term in pensions and use on-shore or off-shore investment bonds, depending upon their country of residence and long-term retirement plans. There are, however, alternatives to equities, including cash via a bank or building account, property and business investment, again our Advisers are happy to assist you when looking at one of these investments.
Oakfield Financial Services Limited has also built up a number of connections in the Stock Broking world and would be happy to recommend a suitable Stockbroker should you require more detailed and specific Direct Equities. We are also able to assist should you require something a little more risky, such as, VCT’s (Venture Capital Trust’s) or EIS’s (Enterprise Investment Scheme’s)
To talk to an Adviser about investing money please contact us or telephone 01376 529800
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