SRG Financial Management Ltd

Investment Information

Investing your money needs your consideration and you need to be absolutely sure of the risks involved.

The value of units can fall as well as rise, and you may not get back all of your original investment.

Investment Overview

This document will give you a quick snapshot of all the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change. read more..

Asset-backed Investments

Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment. read more..

Deposit Based Investment

In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor. read more..

What is an ISA? - New rules for 2010 onwards

A number of important changes to the ISA regime came into effect from 6 April 2010. These changes were designed to present ISAs in a simpler and more flexible way for investors. read more..