We can create a custom made solution for you recognizing that all of our clients are unique
Regular Investments
Investing a regular monthly or quarterly contribution over a number of years is the foundation of a good financial plan. Unlike a lump sum investment where all of the money is invested at one time, a regular investment plan allows you to make a smaller contribution over a specified period of time and this has some considerable advantages:-
- You don’t need to have a large lump sum to begin planning for you and your family’s future financial needs.
- You can set realistic long term goals without having to dramatically alter your lifestyle.
- Market volatility can work to your advantage.
- Contributions are made automatically and without effort.
At Unity Financial Partners, we have the experience in recommending the best and most suitable Regular Investment Plans for our clients own unique needs and ambitions. We only recommend plans where there is a high degree of flexibility and a well diversified range of risk rated quality Investment Fund Options. Some common features are:-
- Facility to stop or reduce contributions as well as to increase contributions.
- The ability to access cash should you need it.
- Regular income facility. Useful for paying education fees and mortgages.
- Free fund switching.
- Simple Nomination of your chosen beneficiaries.
- Highly tax efficient for most Nationalities and locations.
The example below shows you how effective a regular monthly investment can be in profiting from a volatile market. In the example below there has been a sharp drop in the value of the investment fund before it recovers. The actual growth over 12 months is zero but because the regular monthly contribution is buying more units as the price drops, at the end of the year there is a healthy profit.
Put us to the test and contact us today
To find out how you and your family could benefit from one of our approved Regular Investment Plans, please contact us today, entirely without obligation.
You may find it helpful to complete our Online Savings and Investment Quote which you can go to by clicking on the link at the bottom of this page. This is designed to give you some quick feedback and an indication of how making a start today can provide you and your family with the prosperity you need and deserve.
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
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