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Investments


Buy your ISA's and Unit Trusts online now.
Transfer your PEP's or ISA's.

 

Please refer to the specific Key Features document provided by the Product provider. 
Please read our Terms of Business before proceeding further.

 

There are many types of Investments available to you. How do you choose?

Deposit Accounts from Banks and Building Societies in addition to the new sources, such as Scottish Widows, Standard Life and Prudential.

National Savings available from the post office.

Investment Bonds *from Insurance Companies.

Unit Trusts and Investment Trusts ISA's *from Investment Managers.

Company Shares *from stockbrokers. 

Choosing the right Investment plan can often be confusing, as there are many different funds from different fund managers.

Which one do you choose ?

How do you know if that company has the most suitable product for your needs?
What if you want to make changes to your fund choice in the future? What charges will you be expected to pay then?


CJR Associates can advise on and arrange all types of Investment schemes, from the £7,000 individual investment into an I S A to the Complete estate planning service, to help avoid payment of unnecessary Inheritance Tax. 


A company showing top investment performance today, may not offer the same next year. What will be the long term effect of charges and investment performance of your chosen investment plan?

CJR Associates have the skills and knowledge which enable us to provide you with an initial and more importantly, an ongoing investment planning advice service.


Buy your ISA's and Unit Trusts online now.
Transfer your PEP's or ISA's.


Please refer to the specific Key Features document provided by the Product provider. 
Please read our Terms of Business before proceeding further.


Click the hyperlinks to go to related information.

 
Personal Equity Plans(PEP's) Individual Savings Accounts(ISA's)
Inheritance Tax Planning(IHT)
Unit Trust's Bonds