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01942 889883 info@kbafinancial.com

Investments

Maintaining a disciplined approach to saving can be a challenge. Your disposable income and personal situation will affect what options are available to you and whether you are able to save at all. 

  • Are you aware of the savings and investment options available to you? 
  • Are you sure you are utilising the most tax efficient options available?

Investment and Savings plannning is a vital part of anyones financial planning strategy but needs to be done in a way that suits your requirements, attitude to investment risk and tax efficiency. Whether you are just starting out in your financial planning journey and want to start to pay into something or are retiring and need your nest egg to last a lifetime, our personal guidance can help. 

KBA FS Ltd advises on investments for personal individuals, corporates and SME's, trustee investments. We can help with planning for your future, saving for university fees, grandchildren planning, investments in retirement and guiding clients that have received an inheritance or would like to leave an inheritance. 

With the constant changes in government legislation it is vital to work with an advisor who can guide you along the way and help to ensure you stay on track with your savings as well as being flexible enough to restructure as your needs change.

Why not give one of our advisers a call today on 01942 889883 and chat about your requirements?

Investment Overview

Investment Overview

This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.

Individual Savings Accounts (ISAs)

Individual Savings Accounts (ISAs)

Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2018/19 at £20,000.

Deposit Based Investment

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.