Helping you with

investments & portfolio planning

There are a bewildering range of savings and investment vehicles available to the investor. The right investment portfolio should reflect your tax position and align with your attitude to risk. We will tailor our advice to meet your objectives and maximise returns based on your chosen risk strategy and ensure your tax allowances are used to make your portfolio as tax efficiently as possible. We can review any existing investment you may already hold to ensure that they match your attitude to risk and financial objectives.

For example we can provide advice on:

Individual Savings Account (ISAs)
Non-ISA investments
Investment Bonds
Enterprise Investment Schemes (EIS)
Venture Capital Trusts (VCTs)
Cash Accounts

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. ‘EIS’s and VCTs are higher risk investments and should only be entered into by experienced investors.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale & Co,
St Ingunger Offices,
Lanivet, Cornwall
PL30 5HS

 

Get in touch:
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

Keith Stockdale and Company Limited is Authorised and Regulated by the Financial Conduct Authority. 
Principal: Keith Stockdale

Helping your business with

investments & portfolio planning

There are a bewildering range of savings and investment vehicles available to the investor. The right investment portfolio should reflect your tax position and align with your attitude to risk. We will tailor our advice to meet your objectives and maximise returns based on your chosen risk strategy and ensure your tax allowances are used to make your portfolio as tax efficiently as possible. We can review any existing investment you may already hold to ensure that they match your attitude to risk and financial objectives.

For example we can provide advice on:
Individual Savings Account (ISAs)
Non-ISA investments
Investment Bonds
Enterprise Investment Schemes (EIS)
Venture Capital Trusts (VCTs)
Cash Accounts

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. ‘EIS’s and VCTs are higher risk investments and should only be entered into by experienced investors.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale & Co,
St Ingunger Offices,
Lanivet, Cornwall
PL30 5HS

 

Get in touch:
Email: office@79.170.40.244
Telephone: 01208 831777
Fax: 01208 831888

 

Keith Stockdale and Company Limited is Authorised and Regulated by the Financial Conduct Authority. 
Principal: Keith Stockdale