Investments

Invest in your future - let us help you grow your wealth and achieve financial success

Investments

Invest in your future - let us help you grow your wealth and achieve financial success

The value of your investment can go down as well as up and you may get back less than you invested. Tax concessions are not guaranteed and may change.


Asset-backed Investments

Asset-backed Investments

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.

Platforms

Platforms

A platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

In 2017 the contribution limit for Cash ISAs and Stocks and Shares ISAs was effectively merged, with the overall limit increased to £20,000

Investment Overview

Investment Overview

This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.

Indices
Value Move   %     
FTSE 100
8,837.9126.87 stock arrow0.30 stock arrow
FTSE All Share
4,794.8415.29 stock arrow0.32 stock arrow
Currencies
Value Move   %     
Euro
1.19-0.03 stock arrow0.00 stock arrow
United States Dollar
1.360.00 stock arrow0.00 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 06/06/2025 at 11:00 PM