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Investments

You do not need a fortune for it to be prudent to take independent financial advice – it is available to everyone and is probably needed now more than ever before.

Today there are so many different types of savings and investment plans that seeking independent financial advice can help you through the minefield of terminology and small print. At Condy Mathias Financial Planners, our advisers speak plain English so that it is easy to understand what investments are available and how they can help you meet your financial goals.

After discussing your financial needs, we can source your requirements from the following:

Tax efficient Investments

  • Individual Savings Account (ISA Investment)
  • Personal Pensions
  • Deposit Savings Accounts (Paying gross interest)

Investments in general

  • Investment Bonds
  • Collective Equities (for example, Unit Trusts)
  • Investments in Property
  • Investment Trusts
  • Direct Shares
  • National Savings and Investments
  • Deposit Savings Accounts (Paying net interest)

For those clients who have built up investments already and would like to have more regular reviews plus access to the value of all their investments at the touch of a button, then please ask about our ‘Wrap’ service.

Condy Mathias Financial Planners are regulated and authorised by the Financial Services Authority