Investment bond overview
Investment bonds provide access to a range of funds designed to provide long-term capital growth, or income. The bonds are tax-efficient vehicles as they are classed as life insurance policies.
Our advisers assess the funds into which the bond managers invest and therefore the risk exposure. We match this to the requirements of our clients to provide and investment that fits their objectives.
If you wish to discuss a new bond investment or wish to have your current bond investments appraised please click the following link > Investment appraisal.
Investment bonds and wrap accounts
Investment bonds are suitable to be placed in the bespoke wrap account that we have developed. This account allows investors the opportunity to take advantage of low management fees whilst providing proactive management of their entire investment portfolio. To find out more, please click on the following link >Wrap accounts.