Investment

A selection of investment and wealth management solutions are available through a process which starts with a full appraisal of your existing circumstances to establish the appropriate personal and investment objectives which will form the basis for a suitability report.

As independent financial advisers we have access to the whole of the UK investment and savings market for lump sum investment or regular monthly savings, including:

Investment Bonds
Unit Trust & OEIC
Investment Trusts
Deposit Accounts

In addition tax free savings are available through Individual Savings Accounts (ISA) where interest and growth or profits are exempt from Income or Capital Gains Tax. Individuals can invest up to £11,280 into ISA’s from 2012/13 rising by inflation each tax year thereafter.

Find out more

Epic Financial Care can advise you on all aspects of investment, pensions and protection. If you would like any further information or have any questions, please feel free to give us a call on 01706 633 545 or contact us.

EPIC Financial Care Ltd is authorised & regulated by The Financial Services Authority. Registered in England 6504335.