Savings and Investments

Are you using up all the tax-free allowances open to you? For example, a couple can now save more than £20,000 a year, tax-free. Perhaps you’d like a lump sum, or extra income, a few years from now and can set aside some money now to fund it?

Here at Create Financial can review your needs, look at what’s available on the market and find a product that suits you best. We can help you with:

• Cash ISAs
• Equity ISAs
• Investment bonds
• Unit trusts
• Open-ended investment companies (OEICs)
• Bank and building society accounts
• National Savings and Investments
• Children’s savings schemes

To find out more, please get in touch with us.