Investment Management

Helping you to plan for your future with a tailored investment plan

  • Unit Trusts and OEICs

    Open-Ended Investment Companies (OEICs) and Unit Trusts are often attractive to those that wish to invest but don’t have the knowledge or expertise to go it alone.

  • ISAs

    Stocks and shares ISAs offer the possibility of higher returns than their cash alternatives but they do come with higher associated risk.

  • Investment bonds

    This investment vehicle can be used as a valuable tax and investment planning tool as part of a portfolio of personal investments or investments made on behalf of a Trust.

When it comes to planning for you and your family’s financial future, how you choose to invest will depend entirely on your personal circumstances and what you want to achieve.

For example, if you’re investing for your retirement you will need to employ a different strategy than if you’re aiming for a shorter term goal. With so many investment options available there are a multitude of products that could help you to achieve your medium and long-term objectives.

Your Pace Ward Financial Solutions adviser will work with you to create an investment plan that balances your key objectives with your attitude to risk, accounting for your current and potential tax position. We will also develop the best investment management plan for you, to help ensure that your money is working as hard as possible to help you achieve your goals.

Our experienced network of investment advisers are completely independent and can help you access the whole investment market, advising on the most appropriate choice for you and your family.

good to know

Investment management - your key questions, answered

Lights

What is an investment bond?

What is an OEIC?

Are investment bonds subject to tax?

What are the minimum requirements for an ISA?

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