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Investing and personal wealth

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This section of our site is aimed at those who are interested in investment products with more risk attached than a savings approach based on deposit accounts and ISAs, for example. Topics covered include: stocks and shares, unit and investment trusts and capital gains tax.

Unit trusts

A basic explanation of unit trusts.

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Single premium investment bonds

These are investments packaged as life assurance, primarily designed for investment but with an insurance over-ride (often 101% of the investment value).

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Onshore and offshore bonds

Investment bonds are usually single premium life insurance contracts. They are sold by life insurance companies to allow customers to invest in a range of funds managed by professional investment managers.

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Exchange-traded funds (ETFs)

Exchange-traded funds are index-tracked investment funds that trade on a stock exchange. They are generally used to track the performance of particular market indices.

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Enterprise Investment Scheme (EIS)

The Enterprise Investment Scheme is a government scheme designed to help smaller higher risk companies raise finance. It does this by offering a range of tax reliefs to investors.

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Stock and shares - equities

Stocks and shares are the most widespread types of equity that most people will get involved with in investment terms.

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Risk and reward

Part of our role as a financial adviser is to help you determine your attitude to risk, and help select investments that will meet your needs.

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Sensible investing

This is all about dividing your monies into various sections to cover all your needs, and of course meeting your risk-reward profile.

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Turning assets into income and avoiding capital gains tax

For most people, capital gains tax becomes a concern only when they want to turn long-term investments into income, typically when they retire and want to start using their savings to top up their pension.

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Monthly Premium Calculator

Calculate future fund values based on monthly premiums.

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Single Premium (Lump Sum) Calculator

Calculate future fund values based on single premium.

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Target Lump Sum Calculator

Calculate how much to invest to achieve are certain lump sum target at a given time in the future.

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Gary Jones trading as Chewton Financial Planning is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 190859 http://www.fca.org.uk/register.

Neither Chewton Financial Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Chewton Financial Planning © 2018