There are so many different types of investments that it’s not surprising that people are easily confused when it comes to choosing one. But who should you turn to for help? AEON has extensive experience regarding investments and investment procedures. The advice we offer aims to dispel any misunderstanding and will guide you towards the most rewarding investments to suit your individual circumstances.


More About Investments

In order to work out your financial needs and objectives, we’ll ask you a range of questions which will assist in deciding the best way to invest your money, such as:

  • What level of risk are you willing to take? Are you looking for something that is more risky but has a greater potential for reward, or do you require guaranteed capital?
  • Are there any tax or inheritance tax implications to be considered?
  • How often should your investments be reviewed?
  • Are all tax reliefs and allowances being utilised?

There are so many different investment options available and they each have different tax implications and growth potential. Selecting the investments which are the best for you is never easy so any of the following could be considered for your financial portfolio:

  • Deposit Accounts
  • National Savings
  • Investment Bonds
  • Guaranteed Bonds
  • Individual Savings Accounts (ISAs)
  • Stocks and Shares
  • Fixed Interest Investments (Government Gilts and Corporate Bonds)
  • Property Linked Investments
  • Structured Investments
  • Unit Trusts / Open Ended Investment Companies (OEICs)
  • Investment Trusts
  • Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs).

Using our vast experience, AEON ensures the investment products we recommend will be effective and tax efficient to meet your future needs. A further benefit of using AEON is that, through The AEON Charter, we provide an ongoing service commitment to review your portfolio, so that your finances remain on course and are always aligned with your objectives. This is especially important in today’s volatile and unpredictable market.

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The first step to securing your financial future is to contact us. We’ll use our expert knowledge and experience to create an individually tailored investment plan to suit your personal circumstances.