Email: info@devonfinancialadvisers.co.uk 
Tel: 01769 574674 

INVESTMENT ADVICE IN NORTH DEVON 

Free Investment Financial Advice
Whether it's ISA's or long term investments, our experts can help you find the most rewarding places for your money with great advice on the best ways to save and invest. 

ISAs  

An Independent Savings Account available to residents of the UK that offers a favourable tax status. 

INVESTMENTS 

Investing money in the hope of future benefits actualised within a specified date or time frame. 
 

DEPOSIT ACCOUNTS 

A deposit account is a savings, current or any other type of bank or building society account that allows money to be deposited and withdrawn by the account holder. Some banks may charge a fee for this service while others may pay interest on the funds deposited. 
 

MANAGED INVESTMENT PORTFOLIOS 

Managed Investment Portfolios is a service to agree and review a strategy where the manager makes specific investments to objectives for individuals or institutions, balancing risk against performance. 
 

Got a question? We'd love to hear from you. Send us a message and we'll respond as soon as possible. 

INVESTMENT BONDS 

An Investment Bond is generally a single premium life insurance policy. An insurance company will take the premium and invest it for income and growth. This type of investment can be a very tax efficient way of holding a range of investment funds in one place. 
 

INVESTMENT TRUSTS 

Investment Trusts are a way of pooling together your funds with other investors in order to benefit from the many advantages of investing as a group. It allows you to spread the risk between different companies. They can pay very good dividends and have a track record of improving them. 
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