Whatever your investment needs, we aim to help you take control of your finances by offering a range of solutions to fit with your overall financial strategy.
Investing should be clear and straightforward for everyone. No confusing jargon or hidden fees. At The Oxford advisory Partnership we will explore with you what options you have, how to manage risk, help you make use of your allowances and invest tax-efficiently. Investing involves more than blind luck, it involves planning and strategy.
We recognise that no single investment house has a monopoly on investment expertise, and we do not employ in-house investment managers. Being independent allows us to instead carefully select a number of external managers of outstanding ability to manage our range of funds. This provides diversification of different styles, utilising both active and passive investing.
THE VALUE AND INCOME FROM INVESTMENTS MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
Money put into this account can be saved until you are over 60 and used as retirement income, or you can withdraw it to help buy your first home.
The value of investments and income from them may go down. You may not get back the original amount invested
In the 2017 to 2018 tax year, the maximum you can save in ISAs is £20,000
There are 3 types of ISA:
Each tax year you can put money into one of each kind of ISA. The tax year runs from 6 April to 5 April.
You can save up to £20,000 in one type of account or split the allowance across 2 or 3 types.
The value of investments and income from them may go down. You may not get back the original amount invested.
Tax treatment depends on the individual circumstances of each client and may be subject to change in future.
Unlike a Unit Trust and an OEIC, the number of shares within an investment trust is limited (there are only so many that can be bought and sold at any time).
We’d love to hear from you. As a firm of Independent Financial Advisers we can give you the most suitable advice for your needs from the whole of the market.
Not everyone’s financial advice is independent. Ours is.