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• 65 Fund Management Companies
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INVESTMENTS
Making your savings work profitably and practically is the core of any financial portfolio. In order to provide you with the most suitable solution to your investment requirements, it is necessary to establish which type of investment matches your personal criteria.
We have tried to make online transactions as straight forward as possible.
If you already know which ISA funds you wish to purchase then click the button below.
The maze of financial products and planning strategies can be bewildering and sometimes confusing for investors. Furthermore, as individual circumstances alter over time, financial goals will change and investment decisions will need review to ensure they are still appropriate.
Financial advisers have day-to-day experience of the investment marketplace and are qualified to give advice on a range of products from the whole market.
The role of the adviser is to carry out a detailed fact find on our clients to understand their circumstances, financial goals and attitudes to risk. Then, through their research and knowledge they can recommend appropriate financial solutions.
We believe that investment decisions are some of the most important decisions many people make, and it is therefore essential to make these decisions with as much information, experience and skill as possible. Intermediaries are ideally placed to help investors make these decisions, combining their expertise with research and up to date knowledge of the investment landscape.
Our role at Crawford Scott Ltd is to provide the products, services and tools to assist our clients to provide advice,information and a better service. We are constantly reviewing new products and monitoring existing funds to offer the most up-to-date information and offer a bespoke portfolio for each clients needs.
• How much do you have to invest?
• What level of risk you are comfortable taking with your money?
• How long are you prepared to tie up the funds for?
• What return from the investment to you expect?
• What level of income are you looking for?
The almost boundless selection of investment products now available enables each investor to find a close match to their personal criteria. You can choose from a myriad of savings schemes, from those that simply hold your money on deposit to those that invest in the stock market.
I can provide completely independent advice on a full range of investments and savings, including :
• Individual Savings Account (ISAs) and unit trusts
• Investment bonds
• Inheritance tax planning
• Investments for income
• Investments for growth
• Investments for both income and growth
• Pensions
• Stakeholder schemes
• Personal pensions
• Self Invest Personal Pensions (SIPPS)
• Group personal pensions
• Small self-administered schemes
• Executive pension plans
The Financial Services Authority does not regulate Inheritance Tax Planning
House Prices
As at August/08
Avg. £174,178
Annual Change -10.9%
Src: Halifax Group
Bank Base Rates
As at Oct/08
Rate 4.50%
Src: Bank of Eng.
Retail Prices
As at July/08
Index 4.50%
Src: HM Treasury
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Crawford Scott Ltd - Independent Mortgage Specialists & Financial Advisers
Office e-mail: admin@crawfordscott.com or Paul’s e-mail: paul@crawfordscott.com
Head Office Address: 214 London Road, Hadleigh, Essex SS7 2PD
Director: Paul Howell Registered in England No:4724111
Registered Address: Little Acre, Scotts Hill, Southminster, Essex CM0 7BG
Authorised and regulated by the Financial Services Authority.
FSA Number: 431256.
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