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Head Office: 6c
Littlehampton Road
Worthing
West Sussex
BN13 1QE

Tel: 01903 527000
Fax: 01903 264499


Wealth Management


Savings require effective management. Choices need to be made between income and/or growth. What returns and guarantees are expected? What is the clients risk/reward profile? The answers will determine the most suitable investment strategy and asset allocation.

planningFinancial furniture generally available:

Pensions
ISA’s
PEP’s (advice on existing)
Investment Bonds
Unit Trusts/OEICS
Deposit accounts (Bank and Building Society accounts)
National Savings
Offshore Investment
Enterprise Investment Scheme
Venture Capital Trusts

 


Independent Options is a trading style of @Options Ltd, which is authorised and regulated by the Financial Services Authority. @Options Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 440552.