Self Invested Pension Plan (SIPP).
The SIPP can hold a range of collective investments, which are held in a tax efficient way, free of most UK taxes on income and capital gains.
Individual Savings Account (ISA).
Our Stocks and Shares ISA is available to those wishing to invest. Investors can use up to their full annual ISA allowance to hold investments, in a tax-efficient environment.
Personal Investment Portfolio (PIP).
The PIP can hold a variety of investments. Cash and existing investments may be transferred in or out.
As part of our Private Client Service you can access Offshore Bonds from a range of providers.
The Wealthtime Private Client Service enables funds to be invested very much as you and your Financial Adviser wish.
You can choose from a wide range of retail investments such as stocks, shares, deposit accounts, OEICS and Unit Trusts. These are available from fund managers and investment providers in the UK, overseas and offshore.
The Wealthtime Funds List is also available. This offers discounted charges on many unit trusts and OEICS and gives your Financial Adviser access to a wide range of funds.
It may also be possible to access approved Stockbrokers for dealing in stocks and shares. Clients will have access to Designated Product Bank Accounts with Barclays Bank.
See our Literature Library for more information.