01483715823 info@ifadirect.co.uk

Investment

You should never get too far into considering an investment, whether that be NISA, pension, bond (onshore or offshore), unit trust or other, without first considering your attitude to investment risk.

Never ask us, or anyone else what we/they would do in your circumstances. You do not know, our or their attitude to investment risk!

For a free assessment of your risk profile complete and return our risk questionnaire.

Once we have agreed your attitude to risk we can then go on to recommend products, asset allocation, and fund selection to match your profile.

Some of your investment options

  • New Individual Savings Account (NISA)
  • Unit Trust
  • Investment Trust
  • Single Premium Bond
  • Guaranteed Income/growth Bond
  • Annuity
  • Portfolio Management
  • Recognised Offshore Funds

See our free Resources section for more indepth information or contact us today to discuss your circumstances.

APFA

IFA Direct is a trading name of Credenda Ltd. Credenda Ltd is an Appointed Representative of Credenda which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 181769 http://www.fca.org.uk/register.

IFA Direct Registered Address: 20 Vicarage Road, Woking, GU22 9BH. Registered in England, No. 2047680 .

Neither IFA Direct nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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