Would you like to
make the most tax-efficient use of your savings to
achieve real growth?
Have you
thought about the hidden cost of inflation?
Often,
the biggest problem is the discipline we need to
keep on adding to our savings.
Even non-essential spending can be very tempting
and does break the savings habit.
We usually promise ourselves that we will make
it up later. But we rarely do.
By choosing deVere & partners as
your financial advisor you can make the money you
work hard for, work hard for you by growing above
the rate of inflation and creating real wealth.
Here we focus on different types of investment
relating to the client choice.
Regular Premium
This type of investment plan is particularly suited
to those who wish to save for a particular reason,
such as retirement or children's education funding.
Regular Premium contracts are those where our
clients save regularly from their income (Monthly,
Quarterly, Bi-Annually or Annually) towards whatever
is their goal in life.
Lump Sum
This is where a client invests a larger
contribution. Normally our clients are those
who have an investment elsewhere but have recognized
the opportunities deVere & partners can offer. Lump
Sums are Single premiums that are placed into a
portfolio bond. They are established as medium to
long term set up, through which a client is very
well able to invest, into a range of assets, by
selecting the appropriate funds. The clients
together with the financial advisor are well able to
choose between Managed Funds, Hedge Funds, as well
as Capital Guarantee funds which assure returns with
a beneficiary performance.