Norfolk Financial Services News

Investments can be very complicated, there is such a huge choice of investment products and each product can have a multitude of different funds that you can invest in. Because of this is is wise to get financial advice from an Independent Financial Adviser.

If you live in the Norfolk area then financial advice in Norlfolk could be arranged through independent financial advisers Norfolk Financial Services.

Investment Research

Investment research at Norfolk Financial Services is founded on the aim of identifying the best funds for our clients. To identify the best funds available we have a three step investment process:

1. Determine the asset allocation – This sits at the heart of our approach to investing.
2. Identify the best fund managers in each sector – through in-depth analysis and fund manager research we can select the right managers who consistently add value.
3. Construct a portfolio of funds – we use sophisticated software to create a blend of funds which are complimentary to each other in a portfolio.

For Financial Advice in Norfolk call Norfolk Financial Services on 01603 861621

Visit our website Norfolk Financial Services

If you’re 50 or over this tax year, you can take advantage of a great new investment opportunity that’s not immediately available to anyone younger.

You can now invest up to an extra £3,000 in your stocks and shares ISA

Earlier this year, The Chancellor announced that the ISA limit would be raised from £7,200 (£3,600 for cash ISAs) to £10,200 (£5,100 for cash ISAs). This applies to anyone born on or before 5 April 1960. These limits changed from 6 October 2009, and for everyone else from 6 April 2010. Which means you can invest an extra £3,000 in a tax-efficient stocks and shares ISA before anyone under 50 gets the chance. The value of the tax advantages will depend on your individual circumstances and can change over time.

For advice on ISA call us on 01603 861621 or visit our website norfolkfs.co.uk