Investments

CBK would be pleased to discuss your current investment portfolio. If we think there is room for improvement we will make recommendations, alternatively we will have confirmed that your portfolio is on the right track.

There are many savings and investment opportunities available to the investor. The correct investment portfolio will take into consideration your tax position, life priorities and your attitude to risk. It should further meet your requirement to generate income and/or growth.

Investment opportunities available to the investor:

  • ISAs
  • Unit Trust
  • Investment Bond
  • Pep’s
  • Equity
  • Property Fixed Interest Security
  • Home or Abroad
  • Offshore or Onshore
  • In Trust
  • Blue Chip or Technology
  • Tracker Fund or Managed
  • Fund Manager

Successful investment demands regular updating. Making ourselves available for ongoing support through regular meetings ensures that your investment goals are updated in line with your objectives.

The value of investments and income from them may go down. You may not get back the original amount invested.

Why not contact us for a more detailed analysis of your investment requirements.

Client Testimonial

“I have already recommended your services to several of my friends and colleagues and will continue to do so.”

John Merrick

Try our mortgage calculator


Breaking News

BBC News - Your Money
Ofcom plans simplified phone numbers

Some people are "put off" making important calls because of confusion over the amount they will be charged, according to the telecoms regula. . .Read More
Sat, 18 May 2013 00:47:05 GMT

Contactless 'charging errors' at M&S

Some Marks and Spencer customers say its contactless payment terminals have taken cash from cards other than the ones intended for payment.. . .Read More
Sat, 18 May 2013 00:56:08 GMT

Public sector pensions face big hit

Four million public sector employees will see a dramatic reduction in the overall value of their pension schemes, a new report claims.. . .Read More
Fri, 17 May 2013 12:09:18 GMT

Previous - [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] - Next

CBK is not responsible for external sites.