The great joy of financial security is being free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. So it all starts with listening. We listen to your dreams, needs and hopes, and we formulate a plan which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together - to prepare the Financial Life Plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. Call us today on 01525 406129 and we'll be pleased to help you. Our vision is simple, we endeavour to put our clients at the very heart of all we do, and understand everyone's financial situation is unique.
This is the start of our journey together - to prepare the Financial Life Plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. Call us today on 01525 406129 and we'll be pleased to help you. Our vision is simple, we endeavour to put our clients at the very heart of all we do, and understand everyone's financial situation is unique.
Services
We believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families, and their futures. Our role as financial advisers is to help you to meet your financial goals, ensuring that the advice we give you is tailored specifically for your needs.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them. Jeremy joined John Mayhead in 2007 and they have worked together ever since, building a business based on their sound business ethos of honesty, integrity, and trust. Jeremy continues to advise clients and has over 35 years' experience in financial services.
Capital Investment bonds are life insurance contracts used for the purposes of investment. They are designed to give capital growth and/or income over the medium to long term with access to your money by taking regular or one-off withdrawals. Most bonds are designed for investment over at least five years.
Offshore investment vehicles include unit trusts, mutual funds or investment companies. The offshore company will normally be situated in a country where the investment fund pays little or no tax on its income or gains. While this does allow the investor some benefit while invested, if the proceeds are brought back to the UK they will be taxed at that point.
If your child lives outside the UK they can only open a Junior ISA if you are a Crown servant (for example, you work in the UK's armed forces, diplomatic service or overseas civil service) and the child depends on you for care. A child cannot have a Junior ISA as well as a Child Trust Fund account, however, a Junior ISA can be opened and the trust fund transferred into it.
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