Investments (page 3)

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Building relationships over the long term is a key objective
A successful investment strategy will also usually involve planning to minimise the impact of income tax and capital gains tax.

Whatever your situation, it will be important that your money is invested in a way that is tailored to your needs.

Circumstances do, of course, change over time and your investments will need to be reviewed on a regular basis to ensure that they continue to meet your needs. Portfolio valuations and policy summaries can be provided to assist in this process.

The value of an investment can go down as well as up. Past performance is not a guide to future performance.

The Financial Conduct Authority does not regulate taxation advice or school fees planning.

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