Savings & Investments
Looking to invest some or all your Money?
At Tuckers Financial Services we can offer a whole of market review of the investment products that are available.
At your first appointment a fact find will be undertaken as well as an attitude to risk questionnaire. This will help the adviser ascertain what type of investor you are, how much of your capital you wish to invest, for how long and whether you are looking for growth or income.
You will not be able to purchase any of these products directly from the website as these products are complex and we have to ensure that you have the correct advice and only buy a product that is suitable for your circumstances. There will never be any pressure to buy through us.
Why hold investments on a platform?
Platforms are the modern way for investments to be held, giving you access to over 600 funds from 100 plus companies in one place. Reporting and valuations are all in one place and when you do your tax return you only have one investment summary and one tax voucher to deal with. It is that simple.
Why use an Investment Platform?
Tuckers Financial Services use several of the UK‘s largest Independent fund platforms. These platforms do not sell investment funds of their own but provide a place (a platform) for investors to consolidate their individual investments for ease of management.
How do they work?
The platforms will administer your investments on your behalf through your financial adviser and you will receive one set of communications from them regarding your investment – much more manageable than receiving paperwork from each individual fund or product provider.
What will it cost?
There will be no additional charge to you, the investor, for placing your investment portfolio with Cofunds. There are no extra management charges and no hidden costs, you simply have the same funds in one place. This is because Cofunds are paid by the fund management groups so it costs you no more.
Which platforms do we use?
- Aegon -Cofunds
- Fidelity -Funds Network
- Old Mutual - formerly Skandia
- SIPP Centre (A J Bell)
The value of your investment can go down as well as up and you may not get back the full amount you invested.