We can create a custom made solution for you recognizing that all of our clients are unique
Lump Sum Investments
If you have accumulated cash in your bank account or you have other types of investments such as equities, bonds or investment funds, now is a good time to review your investment strategy. You have probably noticed that your bank is paying considerably less interest than in previous years and yet you still want to keep pace with inflation and put your money to work for you.
At Unity Financial Partners we constantly monitor and research the market for the very best opportunities. We can advise you on a Tax Efficient Lump Sum Investment Strategy which suits your unique needs and aspirations as well as your risk profile. Maybe you need to generate income now or you need to plan for the future, maybe even both.
Put us to the test and contact us today
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 the money you need when you need it.
Click here to go to our Online Savings and Investment Quote
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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.
How does this affect me?
How good advice can reduce or remove this.
