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About Us | Our Approach | Testimonials | Our Blog | Contact Us
Investing your money for profit can be confusing, stressful and risky if you do not know what you are doing. Carter Moore Financial Advice & Wealth Management Ltd is fully qualified and highly skilled in providing independent investment advice. We can help with managing existing investments or funds or create new investment fund portfolios. Here are a few of the investment areas we offer advice in;
A type of collective investment formed to manage a portfolio of stock exchange securities in which small investors can buy units. A unit trust scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group.
A type of open-ended collective investment formed as a corporation under the Open-Ended Investment Company Regulations 2001 in the United Kingdom. In the UK, OEICs are the preferred legal form of new open-ended investment over the older unit trust.
An investment trust is a form of collective investment and are closed-end funds. They are a limited company whose business is the investment of shareholders' funds, the shares being traded like those of any other public company.
The Enterprise Investment Scheme (EIS) is a series of UK tax reliefs launched in 1994 in order to succeed the Business Expansion Scheme. It is designed to encourage investments in small unquoted companies carrying on a qualifying trade in the United Kingdom.
An individual savings account, allowing individuals to hold cash, shares and unit trusts free of tax on dividends, interest and capital gains.
Deposit Accounts - a bank account that pays interest and is usually not able to be drawn on without notice or loss of interest.
The value of investments and the income from them, can fall as well as rise and you may not get back the full amount you invest.
