Investments Advice

Investments

Simply put, you invest in order to create wealth. It's relatively painless, and the rewards can be plentiful. Whether you invest in stocks, bonds, mutual funds, options and futures, precious metals, real estate, your own small business, or any combination thereof, the objective is the same: to make your money work for you.

Everyone will have their own individual goals to why you want to invest whether this is for retirement, children’s education, holiday home, travel the world in your retirement etc.

Aquila FS offer advice on different types of investments using our expertise we will discuss your individual requirements and recommend the most suitable type of investment.

What is an ISA?

Any individual who is an income tax payer and has some money to save or invest, should know about Individual Savings Accounts (ISAs). Available since April 1999, ISAs offer an attractive tax-efficient investment to anyone aged 18 or over (16 or over for cash ISAs).

ISAs, serve as a kind of 'wrapper' to protect savings from tax.

The main ISA benefits are:

• No personal tax (income or capital gains) on any investments in an ISA.
• Income and capital gains do not need to be included in tax returns.
• Money can be withdrawn at any time without losing the tax breaks.

Regular Reviews

All investments should be reviewed by a financial adviser regularly to ensure they meet your investment needs. Please feel free to contact us today to start an investment or review your current investment portfolio.

The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested.