investments

Phil Anderson Financial Services offer independent investment advice to help you make the most of your money.

The range of investments that we offer advice on includes –

Investment Bonds

Investment Trusts

Capital Protected Investments

Children’s Savings Plans

Child Trust Funds

Cash Individual Savings Account (ISA) | Stocks & Shares ISA | Junior ISA (please click here to find out more)

Unit Trusts

Open Ended Investment Companies (OEIC’s)

National Savings & Investments (NS&I)

Bank & Building Society Accounts

Deposit Accounts

Regular Savings Plans

Personal Taxation Planning

Inheritance Tax Planning

Tax Efficient Investments

Exchange Traded Funds

Enterprise Investment Schemes (not all Enterprise Investment Schemes are regulated)

*National Savings & Investments (NS&I), tax advice and some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority.

 

Get in touch to see how we can help. 

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