Skip to Navigation

Financial Advisers

These are investment packaging, not direct investments.

Unit trusts are funds that are divided into units, where each unit represents a proportion of the fund (basically, the value of the fund’s assets divided by the number of units gives the unit price). To help cover expenses there is normally around 5% difference (spread) between the price that investors pay for units, and the price at which they sell them back.

A unit trust can be set up to invest in pretty well any area it likes, so it is very important that you understand the investment strategy being pursued by the managers.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations), and investors might not get back the full amount invested. Past performance is not a guide to future performance.

 CII Logo

 

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Chewton Financial Planning © 2018