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Fund and Product Selection

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The construction of a portfolio of investments is a skilled area where we will blend asset classes, and different types of investments into a portfolio which offers optimal returns within criteria specified by the client.  Any investment will have regard to the specific tax position of the client(s) and also try to optimise the tax between husband and wife.  A typical portfolio may include some or all of the following:

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  • Cash on deposit

  • National savings products, e.g. Certificates and Premium Bonds

  • Sovereign Debt e.g. Gilts

  • Structured products, such as fixed term bonds with guarantees

  • Stocks and Shares ISA funds

  • Directly held funds in unit trusts, OEICs and investment trusts

  • Onshore or offshore Investment bonds, possibly within a trust

 

We have significant resources available to you to assist in choice of recommended products, investment providers and investment funds.

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The Financial Conduct Authority does not regulate National Savings products.

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The value of investments and income from them can go down. You may not get back the original amount invested.

Foyle Financial Ltd is authorised and regulated by the Financial Conduct Authority.  Foyle Financial Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 1005338.

 

Foyle Financial Ltd is registered in NI as a Limited Company NI654025

Principal: Brendan Carlin
Foyle Financial
3 Queen Street
Derry.
BT48 7EF

FOYLE FINANCIAL LTD

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Phone: 02871 361000

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Email: brendan@foylefinancial.co.uk

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Working Days/Hours: Mon - Fri / 9am - 5pm

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Email communications are not secure and for this reason Foyle Financial cannot guarantee the security of the email, its contents or that it remains virus free once sent.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

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