Investments

When it comes to investing your money we are here to help you choose the right Investment opportunities.
It is important that you select investment funds that are most likely to meet your needs. Funds vary widely in terms of risk, investment objectives, construction etc. It is our job to narrow down the choices and seek out the ones most suitable for you.

David Burnell Financial Services Ltd can help you with tax efficient Investment advice. We are independent advisers offering high quality, independent financial advice.

Investment Types and Policies

We can help you by researching the many types of investments funds and policies most suitable for you.
Choose a type of investment that you are interested in to reveal more information.

Investment Risks

Please be aware of the nature of risk involved with investments and that the value of your investment may go down as well as up.
Past performance is not necessarily a guide to future returns and therefore it is possible that you may not get back the full amount invested.

The tax treatment is dependent on  individual circumstances and may be subject to change in the future.

 I.      A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
II.      Tax planning advice is not regulated by the Financial Conduct Authority.

Contact us for Investment Advice or for more Information...

All contact is treated in the strictest of confidence.
Tel: 0115 945 5199 between 8.30am and 5.30pm Monday to Friday - Email: info@davidburnell.co.uk

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