Investment Bonds
Whether your priority is improving your lifestyle or attaining financial security, we’ll help you create wealth that can provide funds for your short, medium and long term needs.
Investment Bonds
- ...are lump sum investments in similar areas to those targeted by OEICs & Unit Trusts
- ...can provide certain tax advantages and a facility to withdraw up to 5% of the initial investment as a regular “income”.
Talk to us to find out how they might work for you.
La Playa: Investing with Intelligence
- Independent professional advice
- “Can do” culture
- First class personal service
Mike Palmer Dip PFS
Financial Services Manager
mike.palmer@laplayainsurance.com
 | Talk to me on 01223 200674 |
 | Download Private Client Financial Management Services |
Testimonial
“La Playa offers a professional, personal and individual service.”
Godfrey L, Private Client
