Investments

With today's uncertain market conditions we believe it is more important than ever to review you investments on a regular basis. Whether you looking to invest a lump sum for future growth or income for today or are looking for advice on your existing investments there are many products on the market available for you.

By seeking advice from an independent financial adviser such as ourselves we can ensure that all your eggs are not in one basket. We can arrange to split your investment over a number of different companies or make use of fund supermarkets or multi-manger funds to make tracking your investments far simpler.

We can also evaluate your attitude to risk and ensure that only investments are selected to meet your personal criteria. If you have existing PEP's or ISA's that you have not been happy with, we can arrange to transfer them to a new provider without having to cash them.

You may just be looking to move them to a lower risk environment or to spread your investment between lots of fund managers. This can be done effectively now with even very modest amounts of savings.

Here are just a few of the investments we can advise you on:

• Guaranteed Income Bonds
• Guaranteed Growth Bonds
• ISA's
• PEP's
• With Profit Investment Bonds
• Unit Linked Investment Bonds
• Unit Trusts
• OEIC's
• Investment Trusts
• PEP & ISA Transfers

Telephone: 01704 567 400

Fax: 01704 562 735

E-Mail: info@potterandminnis.co.uk