Investment
Choosing the right investment for you
It is important to identify the correct product for your needs and any product chosen should reflect your investment aims, your need for income or growth, level of risk and tax position. How much do you wish to save regularly or invest and the length of time the monies are to be invested should also be considered.
When deciding how you wish to invest, there are two main options available - lump sum and regular premiums. Lumps sums are generally required for investment into structured products, direct holdings and bonds whilst regular premiums can be used for deposits and mutual funds.
Click on the following links for more explanation on:
To find out more about any of
the services we’ve mentioned
simply:
- Contact your SFS Financial Adviser
- Call a member of our Client
Help Line on 0800 137 832 - Visit your local Skipton
Building Society branch to
arrange an appointment with
an SFS Adviser
Assess your attitude to risk - take our questionnaire
Assess how much money you need to save to reach future savings targets.
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