Investments

The value of your investments and any income from them can go down as well as up and you may not get back the amount you originally invested.

You may wish to invest some of your hard earned money, you may have received a lump sum of money and wish to get some help and advice on how you can invest it or you may have received an inheritance and want to look at inheritance tax mitigation. This can be a big step for you to take, you may not be aware of the different types of investments which are available to you for example:

Investing for Income or Capital Growth

Structured Deposits

Inheritance Tax Planning

At Charles Derby Consultancy we can point you in the right direction for help and advice you need to help you grow your money, produce an income or even both.

Estate planning is not regulated by the Financial Conduct Authority.

Contact us on 01603 901520 or tina@charlesderbyconsultancy.com