Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
INVESTMENT BONDS
Investment Bonds are another form of Collective Investment, where your funds are pooled together to allow the funds to be spread even further, whilst providing some tax defferal advantages within the bond. With low levels of income being paid on bank and building society deposit accounts for some time now, many investors are looking for a better return on their investments.

YOU WILL HAVE OUR
PROFESSIONAL ADVICE
AND HELP

ONSHORE

They are also concerned that the income they receive will fail to keep pace with inflation. Investment Bonds are one possible solution to this problem. They offer a simple yet flexible solution to income, capital growth and tax planning needs by offering access to a wide range of asset classes, as well as a range of benefits designed for simplicity and tax efficiency. Investment Bonds are long-term investment products which allow investors to spread risk and allow easy switching between funds as well as reducing personal liability to Income and Capital Gains Taxes.

As Independent Financial Advisors we have access to the whole of the market for providers, investment management and a choice of funds:

OFFSHORE

Offshore investments are often an attractive option to people where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall. They are also of benefit to investors entitled to an age related allowance, or expatriates investing to legally avoid UK tax while non-resident.

Cherwell Financial Services offers a range of offshore, tax-efficient investment solutions via a range of international investments designed for investors wanting to invest regularly or as a one-off lump sum into a range of asset classes and currencies.

These investments are set up to:

WE WILL HELP YOU MAKE
THE RIGHT DECISION FOR
YOUR CIRCUMSTANCES

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018