Unizone
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investments
At Unizone Financial Solutions we have a wealth of experience in the provision of investment and ongoing management.
We are able to advise on the whole spectrum of investment including:
- Cash Accounts
- Tax wrappers such as Individual Savings Accounts
- National Savings products
- Regular savings schemes
- School fees plans
- Unit and Investment Trusts
- Investment Bonds
- Offshore investment plans
- Managed portfolios
how are we different?
Where we seek to be different is that we will tailor plans to client needs and our independence allows us to recommend the right plans in the right circumstances. We undertake a very thorough research process into plan providers and fund managers which, when linked to our in depth discussions with clients, provide a clear path for clients through the investment mine field and lead to a defined flexible long-term strategy.
We couple this investment expertise and thorough approach with personal tax planning enabling our clients to make full use of all permitted tax breaks (including capital tax allowances).
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