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. 

The value of investments can go down as well as up and you may not get back the full amount invested.