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Investment Advice

Avidity Wealth Management will tailor a plan that meets your needs and objectives, advising the right investment product and proposition for you. There are many different investment products and strategies that may benefit different kinds of investors.
By establishing and tailoring a financial plan for each individual, we can establish which investment product and strategy is most suitable.

JISAs/LISAs

NISAs

Pensions

Enterprise Investment Schemes

Investment Bonds

Unit Trusts/Investment Accounts

Business Relief

Venture Capital Trusts

Risk Warning: Venture Capital Trusts (VCT), Business Property Relief Schemes (BPR), Enterprise Investment Schemes (EIS) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies.

The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

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