We provide Structured Product investments to both private and corporate investors on an advised and non-advised basis. Straightforward, affordable and an arrangement fee of just 0.5%* per investment, we can help you make the most of your money.
Our 'STAR Structured Product Provider' profile pages highlight each star provider, the additional support and services available to investors, and their products.
The Tempo Issuer & Counterparty Scorecards (‘TICS’), for investors who want to understand more about the strength of banks behind structured products.
Our 'Structured Product Academy' provides an educational resource for investors wanting to know more about structured products
We provide Structured investment products to both private and corporate investors on an advised and non-advised basis. Straightforward, affordable and a low arrangement fee of just 0.5%* per investment, we can help you make the most of your money.
ISA qualifying secured bonds help you benefit from tax free income generated by loans to infrastructure projects on a non-advised basis only. These are some of the best investments plans in UK at the moment.
Tax-efficient investments, for the experienced investor and higher earners, who are keen to reduce their tax burden. Venture Capital Trusts (VCTs) and Inheritance Tax Portfolios (IHTs) offer tax relief opportunities to help you retain control of your wealth in your lifetime, keeping it from the taxman.
We take on average 75% less commission than other providers with an additional 1.5% of the invested capital if we provide advice. We can help you make the most of your money and where advice is taken, ensure the product is suitable to meet your investment needs and goals.
We recommend to our advised investment clients that a risk based, risk adjusted portfolio is held, where we provide clarity of performance and transparency of risk management via a volatility metric – so investors invest in a risk model that passes the ‘Ronseal’ test – does what it says on the tin – remembering that risk assets fall in value, even holding the best quality asset allocation when markets fall. Often there is only one asset class that remains without capital loss when markets fall heavily – which is cash, so it is very important that all investors know and understand what seems obvious but is sometimes misunderstood.
We demonstrate our ‘added value’ by our performance, advice and service with investment products; holding a mixture of quality long only funds (mutual funds) while blending these solutions with Structured Investment products (Capital at risk products) and Structured Deposit products (Capital secure), in order to meet the investment needs of the client, providing best investments plans in UK for peace of mind and security over the long term, enabling growth, income or both.
Our Coverage Services Area: Swansea, Cardiff, Bridgend, Port Talbot, South Wales, West Wales, Newport, Porthcawl, Mid Wales
