Savings & Investments
Introduction (Get advice)
For the purpose of this section, "savings"
are those products which typically have regular premiums, and
"investments" are those in which investments are usually made
with a single lump sum, or combination of lump sum and regular premium.
At Bates, we believe in treating the whole patient.
We need to understand your financial circumstances, objectives and
attitude to risk, before we can make any recommendations.
Investment decisions should also take account of the
investor's tax position, existing investments and asset allocation, and
any personal preferences. Should you choose an investment bond over an
ISA, and if so in what circumstances? Where should your money be invested
geographically? Can you switch your investment funds readily and cheaply?
How much should you keep in cash?
Since your initial consultation with your Bates
adviser is free, it costs nothing to discuss your savings and investment
needs with a professional.
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