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Investments

  Investment – [sɪˈlɛkʃ(ə)n]

  noun

    • The action or process of investing money for profit.
    • A thing that is worth buying because it may be profitable or useful in the future.
    • An act of devoting time, effort, or energy to a particular undertaking with the expectation of a worthwhile result.

Investments

The reasons for investing are many and varied, but the one thing that is fundamentally important is investing in the right place: the right place for one person is not the right place for another.

The first thing we do is gather the facts from you, about your needs, priorities, and attitude to investment risk. Only then can we begin to think about the best place for you to invest.

Inheritance tax used to be a tax that only the rich needed to worry about. However, the growth in home ownership and property prices means even the ordinary person can have a potential inheritance tax liability. We not only offer a full inheritance tax review, but have access to a very innovative tool and many of the market leaders in inheritance tax planning.

info icon  Please read the following:-

info icon The value of the investment can go down as well as up and you may not get back as much as you put in.

info icon Inheritance Tax Planning and Tax Planning is not regulated by the FCA.

If you’re ready to get started:

You can get the ball rolling by following one of the routes listed below:

Make an online enquiry

We are here to get your process started, all you need to do is complete this online enquiry.

Email us your questions

Still have questions? No need to worry, send them over and we will get back to you with the answers.

Call us directly

Still need to talk things through? Then call us direct and we can talk though your questions.

The Mortgage Selection Bureau Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (http://www.fca.org.uk/register) under reference 440703 and 440718’.

Registered as a Limited Company in England & Wales No.04318409
Registered Address: Apple Tree Cottage, 5 Churchfields Road, Bromsgrove, Worcestershire. B61 8EB