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Latest News

Soaring housing costs hit millennials

People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...

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23 Oct 2017
 

More caught by lifetime pension allowance

Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....

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20 Oct 2017
 

Student debt: who won't repay?

The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...

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19 Oct 2017
 

Latest Blogs

18% of people aged 50 or over have been targeted by potential scammers

According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...

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10 Aug 2017
 

Where to turn when you need financial advice and more... An interview with Glen Callow

Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...

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27 May 2016
 


As fully Independent Financial Advisers we are obligated to consider all appropriate investment solutions available to our clients.

These could include:

Cash Management - seeking to improve on low cash returns via the management of multiple deposit accounts.

Structured Deposits - a deposit held for a term with returns linked to the performance of an underlying index such as the FTSE 100.  Capital is guaranteed and funds held within are protected by the Financial Services Compensation Scheme.

Individual Savings Accounts (ISAs) - tax advantaged wrappers offering a range of underlying investment opportunities with income and gains largely tax free.

Collectives - such as unit trusts, OEICs and investment trusts, offering the benefits of diversification via multiple holdings.

Investment Bonds - tax wrappers offering flexible encashment options which can potentially reduce taxation.  Investment bonds offer a range of underlying investment strategies.

Structured Investments - products held for a fixed term offering returns linked to an underlying index, much like structured deposits though returns are in many cases potentially superior given capital is not guaranteed.

Exchange Traded Funds (ETFs) - low cost synthetic vehicles which offer exposure to a huge range of underlying indices from the FTSE 100 to commodities or currency indices.

Self Invested Pension Plans (SIPPs) - alongside traditional personal pension plans we are able to facilitate SIPPS for our clients which have a far wider potential investment universe, including the ability to purchase commercial property directly.

 

We like to explore new investment ideas but will not chase a fad and not to the detriment of our high levels of due diligence.  New investments are scrutinised even more closely and we ensure the client's best interests are always put first before presenting new ideas.

 

 

Call Prime Today - we're here to help

If you are looking for an accountant for your business or personal finance matters call Prime Chartered Accountants, to arrange a free, no-obligation meeting with a Director.

Coventry - 024 7651 8555 or Solihull - 0121 711 2468