Investment Accounts

Investments

It’s never too late or too early to invest in you and your future. Whether you’re looking for a steady income or healthy growth, your needs and goals need to be at the centre of your investment plan.

Stan Sherlock Associates

Investment Accounts

When you work with SSA we help you create an investment strategy that considers which investment account or general investment account (GIA) is best for you and your end goal. We consider your finances holistically, looking at your savings, other investments such as ISAs, investment bonds or property, and your pension to design a tax efficient plan with you to make your money work harder.

General Investment Accounts can contain various types of assets including: Investment Trusts, Government or Corporate Bonds or Company shares both UK and overseas. Whilst any investment account is subject to tax, the amount you can invest is unlimited. GIA’s can be ideal for those who have used up their ISA allowance but have more to invest. There are no limits as to when you can access your money in an investment account.

Our expert advisers can help you navigate the various fund options to ensure your plan aligns with your end goal!

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

FAQ

Investment Account Questions

Take a look at the frequently asked questions we receive from our valued clients and find the information you’re looking for.

What is an Investment Account

A General Investment Account (GIA) is an account in which you can hold your investments. A General Investment Account can hold the following assets:

- Investment funds

- Shares (both UK and overseas)

- Bonds

- Commercial property

Providers may differ in the assets they offer. Some give you the full range of investment options, while others stick to a more limited menu, often focusing on investment funds. The good news is, there is no limit to how much you can invest in a GIA. However, on the flip side all investment accounts are subject to tax.

It’s important to dovetail your GIA’s into the rest of your financial plan. At Stan Sherlock Associates we ensure you have considered all investment options before investing. You will be invited to regular reviews to make sure your money is on track to achieve your financial goals.

Will I be taxed on money I make from a General Investment Account or Investment Account?

How do Investment Accounts or General Investment accounts work?

Can We Help With your Investment Accounts?

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Stan Sherlock Associates Investment Accounts Service

Why Work With Us?

At Stan Sherlock Associates, we want what you want. When you work with us, we help you achieve your financial goals. Whether that’s making your money work harder for you, good investment management, or calculating a steady income and helping you achieve it in retirement. We are here to help you achieve your financial goals. We have years of experience, at times, working with generations of the same family to help pass on wealth and create it. We build long term relationships with our clients and provide you with an advice service over your lifetime. We want you to have choices. Financial Freedom and the life you want for you and your family.

Although based in Carlisle, our clients come from much further afield Whilst many of our advice services can be provided by phone and email but our advisers are always happy to meet you face to face.

Investment Bonds

Are you considering if an investment bond is right for you? Investment bonds are an effective savings tool over the medium to long term. Investment bonds can be useful for diversifying your investments.

Investment Accounts

Investments

Stan Sherlock Associates