Investments and Savings

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax Planning is not regulated by the Financial Conduct Authority.

In order for our advisors to provide investments and savings advice, we need to find out what your objectives are, what your attitude to investment risk is.

We provide advice on the following:

  • ISA’s and Tax Efficient savings
  • Investment Funds
  • Investment Bonds
  • Mutual Funds
  • Offshore Investments
  • Guaranteed/Structured Products

Whether you want your savings to work for you and provide additional income, or you wish to invest, what you can be sure of in this uncertain market is that you can’t achieve your goals without the right advice.

We can help you decide how long you need to save for, whether you need to make regular savings deposits and what lump sum you should invest.

Once we have a good understanding of what you want to achieve and how, we will provide you with professional advice. We will recommend the right investment strategy for you that will meet your requirements and operate tax-efficiently.

At Derngate Wealth we don’t just give you advice and leave you to it. We make a point to regularly review your savings and investment strategy to make sure it’s still working for you and meeting your requirements. Circumstances change, and it’s important to tailor our advice on your current circumstances.

The level of capital guarantees and qualifying conditions can vary between products and providers. Capital protection (and/or income payments] rely on the financial strength of the provider [and/or any counterparties] and their ability to fulfill their commitments. The failure of any relevant counterparty may result in loss of some or all of the original capital and/or income.



Investment Enquiry