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Securing Today and Building Tomorrow

Are you looking at your savings or considering investments to secure your financial future?
Are you questioning whether you deposit a lump sums or set up regular investments for growth?
Or interested in how to utilise ISA allowances?
No matter what your question is around savings and investments, our expert advisers could help you.

Whether you are saving for your first home, dream holiday, your children’s education or simply want to put away excess income, we can help you. At Elite Financial Consulting we will discuss your short, medium and long term objectives to ensure our recommendations are tailored to your specific needs.

Savings & Investment planning the right way

With Elite Financial Consulting you will always be offered a FREE initial consultation – we will fully review your existing portfolio (if applicable) and conduct an appraisal of your attitude to risk to make our recommendations on investments strategy.

When you’d like to move forwards, we will discuss and agree a fair, competitive fee for helping to manage your savings and investments planning.

You will receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the entire market.

We can help set up anything from basic multi asset funds to full discretionary fund management with a chosen partner which we constantly appraise to ensure are extremely competitive on price and performance.

To support you and your savings plan, we conduct a minimum of one review per annum to ensure your goals and aspirations are being met.

IMPORTANT: Please be aware that past performance is not necessarily a reliable guide to future performance. With some investments there is no guarantee that you will return your initial investment. You may get back less than you invested.

The types of investment plans that we help you with

Individual Savings Accounts (ISA)

You can invest up to £20,000 per tax year into an ISA, we can look at the various providers and how they work and discuss these with you, to invest in a tax efficient manner.

Junior ISA (JISA)

As the ISA but for children under 18 years old, and we can invest up to £9,000 per tax year on their behalf in a tax efficient manner

General Investment Account (GIA)

An account whereby you can access stock market funds and utilise your Capital Gains Tax Allowance (currently £6,000 for tax year 2023/2024) and often this account can be used as a ‘feeder fund’ to invest in the ISA each year, again we can talk through how this works with you.

Investment Bond (Onshore and Offshore)

A product whereby you can invest a lump sum either onshore or offshore, for a typical time horizon of 5-7 years if not longer for growth, often with the flexibility of drawing capital up to 5% each year and also with various trust options available, if we can help with any inheritance tax planning.

Venture Capital Trusts (VCT’s) / Enterprise Investment Schemes (EIS)

Various products often deemed higher risk and care and attention is required with these products, although they can be used to help mitigate some tax and inheritance tax planning.

If you are considering taking out any type of investments or savings plans, please get in touch with one of our expert advisers today.