Lump Sum Investment

Whether you are investing with specific goals in mind, generally want to understand and grow your portfolio, or have a large sum such as an inheritance that you don’t know where to start with, Countrywide Estate Planning can help you.

We are not tied to any financial institution, which means we provide totally impartial independent advice. Research is vital in selecting the most suitable investments and we  have invested significantly in our research systems. It is this rigorous approach to research that sets us apart from the vast majority of other financial advice firms.

A team of specialist staff research the entire market place to identify only those products that meet rigorous specifications. Thus enabling our advisers to tailor their advice to clients to best meet their individual circumstances, needs and aspirations – and offering what we believe to be the best products available – helping our clients to achieve financial peace of mind.

Tax treatment is dependant upon individual circumstances and may be subject to change in the future.

The information given does not provide specific advice and may not be suitable to your individual circumstances.

Click here to request an appointment with an Investment Adviser.

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Click here to request one of our Guides to Investing.