Investments

If you wish to save for something specific, or simply want to build up a nest egg for the future, we can help you achieve your investment objective.

  • How long do you want to invest for?
  • Are you prepared to accept a degree of 'investment risk' with the aim of higher returns?
  • Is it more important to preserve your capital?
  • Do you want to accumulate a lump sum?
  • Do you wish to provide an income?
  • What are the tax implications of the various ways of investing?
  • Do you want your family to achieve your savings objective even if you die?
  • Should an Individual Savings Account be an automatic choice?
  • How safe is the institution you are considering saving with?

Whether you wish to start saving, or have a review of your existing investments, we can help.

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The value of investments and income from them may go down. You may not get back the original amount invested.

BNI logoMember of BNI Wrexham
David Jones is the principal of North Wales Independent Advice, an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by The Financial Services Authority.
TenetConnect Services Ltd is entered on the FSA Register under reference 150643. North Wales Independent Advice, 5 Warrenwood Road, Wrexham. LL12 7RN