Investment
Whether you’re interested in Risk Managed Funds, Ethical Investments, particular Asset classes or Geographical areas, our independent advisors are perfectly positioned to give you a broad and concise overview of all the investment opportunities currently available. Seeking unbiased, expert advice will help you to make an informed and educated decision.
Ensure you’re making the most of your money with FCA Regulated independent investment advice
Our skilled and experienced team of financial experts will assess your current
financial position, your attitude to risk, and your savings goals, before
recommending the best investment products for you.
Pensions
It’s never too early or too late, to get a handle on your retirement options. With modern plans having in built flexibility including succession planning and as life expectancy has increased, so too has the need to look beyond the state to provide for us when we retire.
We provide retirement planning advice
Here at Platinum Wealth, our skilled and experienced team will use their
knowledge and expertise to help you ensure you’re getting the most out of your
pension.
Funeral Planning
A funeral plan is an easy way to plan ahead. You choose the funeral you want and fix the cost of your funeral director’s services included in the plan, at today’s prices.
Funeral Planning
A plan can save your family worry and expense, and help make things easier for your loved ones at a difficult time. As our plan holders often tell us, that can be a big weight off your mind. Everyone has different needs when it comes to funeral planning so we make sure all our plans are as flexible as possible. Your professional advisor will be happy to discuss your funeral requirements and find the plan that suits you best. Rest assured, our plans are available to everyone, regardless of age or state of health, so you will be accepted for a plan. “
ISA MAXIMUM CONTRIBUTION LIMITS
WHAT IS AN ISA?
Basically an Umbrella which can be placed over many forms of savings and Investments which shelters the funds within it from Income and Capital Gains Tax.
WHAT ARE THE BENEFITS OF ISAS?
With non ISA plans taxpayers normally have to pay tax on any interest or gains earned on their money. The tax is deducted from the interest before it is paid out. Within an ISA these taxes are not applicable and thus gross returns can roll up and make a substantial difference to the final outcome.
ISA MAXIMUM CONTRIBUTION LIMITS
At the start of each tax year your ISA allowance resets, meaning you can invest up to the maximum contribution limit every year. You can’t however, carry your ISA allowance over into the next tax year.