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Investments and Savings Berkeley Morgan

Whether you have saved a nest egg or won the lottery, leaving large amounts of money on deposit in Banks or Building Societies may not be the best long-term answer. The recent dip in interest rates may mean the value of your money is not even keeping in line with inflation.

To make the best use of your capital or surplus income, there is a range of options including:

	Deposits (Building Society including Cash ISA's)
	National Savings products and gilts(Savings Certificate Bonds, Premium Bonds)
	Unit trusts, Individual Savings Accounts ( ISA ) and OEIC's
	PEP / ISA transfers
	Socially responsible, ethical investments
	Life assurance - (Annuities, Insurance, Investment Bonds)

We can advise on the best investment opportunity to suit your needs and also guide you on inheritance and capital gains tax issues that may arise.

Call today to make a suitable appointment, either daytime or evening, at your convenience to see how you can maximise your money.

Please note past performance is not necessarily a guide to the future. If you are considering 'equity' related investments it is important to remember that the value of your investment and the income generated from it may fall as well as rise and that there is no guarantee you will get back more than you invested.

Berkeley Morgan Limited is authorised and regulated by the Financial Services Authority

Registered in England Registered Number 2601046. Registered Office: John Ormand House, 899 Silbury Boulevard , Central Milton Keynes , MK9 3XL

Quote

“Private property, free
competition, the right to
make profit, the right to
save and to employ your
savings - the reward of
skill and thrift - as you
like, are all the rights of a
free citizen in a free state.

They are the precious
inheritance of englishmen.”

Francis W. Hurst

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