Investments

Connect with a selected Financial Adviser to discuss your Investment Planning goals.

Investment Planning made simple.

As people acquire savings, it needs to be managed so that funds are available when needed. In the short term, savings at the Bank can be readily accessible in times of need. Everyone needs an emergency fund for those unexpected events.


However, in the long term, surplus savings will lose value due to the effects of inflation. Therefore, many people will look to invest a proportion of their wealth in some form or another.

Key benefits of using a

Trusted Xperts Partner Financial Adviser

The following points are just some to be considered:


• The investment needs and objectives?
•  The investment period?
•  Type of investment?
•  Are your financial planning arrangements tax efficient?
•  The amount of risk to take? - need to take? - afford to take?
•  The initial and ongoing costs of investing?
•  The possible gains & losses?
•  The correct mix of investments and savings?
•  Tax Efficiency – ISA’s or Pensions?

If you already have investments, it's important your Financial Adviser should regularly review your investments:


•  To help ensure they remain right for your circumstances.
•  To review that the investment performance is in line with your expectations.



Please note: The value of an investment may go down as well as up and you may not get back the full amount invested. You may be liable to pay UK Tax on any investment.


HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.



Trusted Xperts conduct random compliance checks on our Trusted Xperts Partners to ensure that they are maintaining our high standards.


Not satisfied with a Trusted Xperts Partner? Please visit our Complaints Policy page, where we explain what we can do to assist you. Where complaints are upheld and warrant serious action, we will remove any Trusted Xperts Partners that have failed to meet our high high standards.


To search for a Trusted Xperts Partner Accountant, Financial Adviser or Law Firm in your area, simply visit the Trusted Xperts Partner Search page and zoom in to your area and click the pin of interest, or search for a Partner in the Search Box  below and our powerful Search App will assist you.


Alternatively, if you prefer to speak with us in complete confidence, please Call us using or use our secure enquiry form below, and Trusted Xperts Limited will get back in touch.


Please note - Trusted Xperts are not authorised to give advice. We will only confirm your details and enquiry purpose and with your consent, pass your Personal Information over to a selected Trusted Xperts Partner. Telephone calls may be recorded.


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