Trying to find the right investment product to suit your needs can be tricky. You may have decided on a product, but can you be sure that it will achieve your objectives? Add to this the current stock market volatility, low interest rates, and no wonder you may be confused or unsure.

Your aims...

What is your objective, are you saving on a regular basis, or investing a lump sum? Is it for capital growth, to provide a lump sum at a specified time in the future, or to provide income, or maybe a combination of all of these?

Attitude to investment risk...

In order to be the right investment product, it needs to reflect your attitude to investment risk.

Banks and building societies are safe places to keep your money, but interest rates are low and over the long term, the effects of inflation can erode the value of your money.

Investment products providing potentially higher returns have varying degrees of investment risk and how much risk you are prepared to take will influence the choice of investment product and the funds I would recommend to you.

How can CLEAR FINANCIAL SOLUTIONS (through the association with Park Row Associates) help you?

By helping you through the maze of products, explaining clearly the meaning of attitude to investment risk, I can help you make the right choices for you by:

Helping you decide on your aims and objectives - income, growth or both
Talking through the important considerations - financial position, accessibility of funds, available cash, family circumstances
Confirming your attitude to risk - high or low, or somewhere in between?
Explaining the taxation issues that will effect your investment - income and capital gains tax
Estate Planning - mitigating the liability, rearranging estates, fits, will planning and Trusts.
Reviewing your portfolio on a regular basis

THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE BANK AND BUILDING SOCIETY ACCOUNTS.

Tel: 02920 359359

10 May 2008

Regular Savings
-	Bank and Building Society Accounts
-	National Savings Products
-	Unit Trusts
-	Individual Savings Accounts (ISA's)

Lump Sum Investments
-	Investment Bonds
-	Unit Trusts
-	Investment Trusts
-	Individual Savings Accounts (ISAs)
-	PEP Transfers
-	TESSA's / TESSA Only ISA's

Child Trust Fund

Tax Considerations
-	Income Tax
-	Capital Gains Tax
-	Inheritance Tax
-	Estate Planning

Making a Will

Clear Financial Solutions is an introducer to Park Row Associates Limited which is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate Tax Advice, Inheritance Tax Planning, Legal Advice, Estate Planning, Bank & Building Society Accounts and some forms of Mortgage.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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