Savings & Investments

Savings - MediClub

How and where you save will very much depend on your individual circumstances and requirements. Other factors include your attitude to risk and time scale over which you wish to save as well as the reason for saving.

Investment and saving are different concepts. For example, saving for tax or towards a deposit for a house or flat cannot really be construed as investment, principally because you would not normally be prepared to countenance any degree of risk.

Savings

  • Bank deposit accounts
  • Building society savings accounts
  • Online accounts
  • National Savings Certificates
  • Premium Bonds
  • Cash ISAs

Investments

There is a wide range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

  • Unit Trusts
  • OEICs
  • Investment Trusts
  • ISAs
  • Government Gilts
  • Corporate Bonds

MediClub has access to the specialist Wealth Management Service available through Chantler Kent Investments. It is a bespoke, fee based investment service using the most up to date and sophisticated software programme offering flexibility, accessibility and tax efficiency not hitherto available.