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Savings & Investments

Savings and Investments

Whether you have a current investment portfolio which needs reviewing, or money you want to invest, Fraser James Partnership can help. If you are reviewing or building a portfolio, we will consider investment strategies, fund research, portfolio construction, risk profiling, tax efficiency, and the need for trust advice and regular investment reviews. Our recommendations will typically include national savings (NS&I) products, new individual savings accounts (NISAs), unit trusts (collectives) and investment bonds.

We will offer regular face-to-face meetings to review investment portfolios, both new and existing, to ensure they continue to meet your stated objectives.

At Fraser James Partnership, we understand that the investment world and performance of your investments depend on national and global economies and fund manager moves, amongst many other factors.

For the more specialised areas of Inheritance Tax (IHT) or Capital Gains Tax (CGT) mitigation, and for those wishing to derive an income from their portfolios, we offer tailored solutions and guidance.

At Fraser James Partnership we believe there is always a solution. For more information and guidance, or to speak with one of our qualified advisers, please contact us in confidence, at any time.

FCA do not regulate all forms of tax planning.

With any investment, there comes with it an element of risk. Your investment is not guaranteed and you may not receive back what you originally invested. You are not certain to make profit, and you may lose money or make a loss. Future values of investment cannot be predicted, past values are not an indication of future performance.

The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Past performance is no guarantee of future returns.