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Investment Advice

Broughtons Financial Planning Ltd offer advice on an extensive range of investments for three main types of investment client:-

Personal

A plethora of onshore investment options exist for personal investors, on which we can provide advice, such as:-

• Individual Savings Accounts

• Unit Trusts and Open Ended Investment Company (OEICS)

• Investment Bonds

• Closed Ended Investment Company Shares

• National Savings Products

• A wide range of offshore investments can be implemented, if appropriate to your circumstances and tax status

• Specialist investments such as Venture Capital Trusts, Enterprise Investment Schemes and AIM Portfolios could be considered for the experienced investor.

Business

Many businesses have surplus capital in their balance sheet that could be working harder for them and offering the opportunity for capital growth to further enhance the business. We can provide a wealth of options for investment.

Trustees

We closely liaise with professional firms and are appointed as Investment Adviser to an increasing number of Trusts.

Trustees responsibilities are more onerous than ever before, and we have the experience to ensure that the Trustees objectives are being met, in accordance with the "investment statement" and that all relevant tax allowances are utilised and liabilities are minimised.

We believe that taking advice from Broughtons Financial Planning Limited could make a significant difference to an investment portfolio by utilising our experience in conducting fund research, tailoring an appropriate asset allocation and taking the holistic approach to financial planning.