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

Investments 

Free Investment Financial Advice
There are a wide range of investment products in the market place. We will look at your complete financial situation and future needs before advice is given. In designing and reviewing portfolios we strive continuously for tax efficiency, taking into account both immediate and prospective taxation. 
 
We recognise that investment design is not only about good performance but just as critically, about low charges, attitude to risk and capacity for loss. 
 
Capital needs efficient management to avoid tax problems and provide security for families and estates, both now and in the future. 
 
The following are some of the products that we can offer advice on: 
 
New Individual Savings Accounts (NISA) - investing in corporate bonds, stocks & shares and other assets that fluctuate in value. 
Investment Bonds 
Unit Trusts 
Offshore Investments 
Bank Accounts 
 
We will ensure that the products we recommend to you are the most appropriate for your individual circumstances. 
 
The value of your investments and the income they produce can fall as well as rise. You may get back less than you invested. 
 
 

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Town & Country Financial Advisers - Investments 

We research a panel of providers when looking at investments to ensure you get the best product suited to your needs. At Town & Country Financial Advisers we can provide you with the best advice to find the most suitable structure , whilst explaining in detail the associated returns, attitude to risk or volatility. We also provide a review service to monitor and ensure that the investments are still meeting their objectives, your needs and risk profile. We would be happy to take over your existing portfolio of investments, manage it and supply valuations at any time. 
 
Investors do not pay any personal tax on income or gains but NISAs do pay unrecoverable tax on income from stocks and shares received by the NISA managers. 
 
The value of pensions and investments can fall as well as rise. You may get back less than you invested 
 
Tax treatment varies according to individual circumstances and is subject to change 
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