Expert Guidance Every Step of the Way

SAVINGS AND INVESTMENTS

Lump Sum Investments
Income Generation
Tax Free ISAs*

 John Summers - Financial Advisor, I provide a wide range of consulting services tailored to our clients’ needs. Contact me to find out how I can help today.

If you are unclear or unsure on anything - be sure that you are not the only one.  No question is a stupid question!

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The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invest.

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*The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.