Savings & Investments
What is this and why do I need it?
There are many types of savings and investments available to you as an investor.
- Stocks and Shares ISA’s
- Cash ISA’s
- Savings Accounts
- Venture Capital Trust’s & Enterprise Investment Schemes’ (EIS)
Investment planning starts with your aims and objectives, as well as your attitude to risk. These will help to determine an appropriate product and strategy which suits you and helps to achieve your objectives.
What can Beesure provide?
At Beesure we can assess your needs and goals, identifying which investments would be the most suitable for you and assist you in setting these up and throughout your investment journey.
Why is Beesure the right choice?
We can help in setting up new investment’s, reviewing your existing investments and planning for your investment future. We will complete an in-depth fact find in identifying what products would be the most suitable for each client.
Frequently Asked Questions
Do I need to have a minimum amount of savings to set up an ISA?
The simple answer is no. You can start saving from as little as you like providing you can afford this. Beesure provides cashflow planning to help you determine this.
Do I need to pay you fees to review my accounts?
If you are an existing client paying for an ongoing service with Beesure, a review is included in the fees you have agreed. For new clients, we offer a free initial consultation to look at your existing investments and will only charge fees should any work be carried out.
Speak to one our team for a free no obligation initial consultation.
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Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417.
Beesure Limited is a company registered in England and Wales. Company number: 10551333.
Registered office address: Ground Floor, Rowan House, Hazell Drive, Newport, NP10 8FY.