Investments
Investing for Growth/Income
Dependent on your current needs, you may require strong capital growth or a regular income, or perhaps a combination of both.
ISA
Tax efficient savings. Everyone in the UK over 18 has an ISA allowance. You can choose to use all of this for a stocks & shares ISA.
The new ISA rules that came into effect in 2014 mean that you can now split the money between stocks & shares ISAs and cash ISAs any way you like. It may still be called an ISA, but a stocks & shares ISA is different to a cash ISA. A cash ISA is simply an account upon which you do not pay tax, whereas with a Stocks and Shares ISA you are investing.
General Accounts
A General Investment Account (GIA) is a flexible investment wrapper in which you can hold an array of investments; such as funds, shares, investment trusts within a single account.
Managed Portfolios and Bespoke Discretionary Fund Management
Actively managed investment strategies to match your attitude to risk.
Our Independent financial advice is designed to ensure you get the best from your investments and savings to enable you to reach your financial goals. In an uncertain world it is difficult to plan for a financially secure future, with this in mind, Alexander Wray will work closely with you to create a tailored financial plan that is aligned with your personal circumstances and importantly your attitude to financial risk.
Alexander Wray will provide you with independent advice along with access to a range of products, platforms and funds to help you realise your goals and gain financial independence.
Get in Touch
Alexander Wray & Co Ltd
17-19 Chorley New Road
Bolton
Lancashire
BL1 4QR
T: 01204 771 380
Alexander Wray & Co Limited is a Member of The London Institute of Banking & Finance. Member of the Institute of Financial Services.
Alexander Wray & Co Limited is an appointed representative of Peak Assured Limited which is authorised and regulated by the Financial Conduct Authority FRN482276 Company Registered in England & Wales No. 04938252
