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Capital Investment Portfolio |
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Income Portfolio |
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Retirement Plans |
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Monthly Saving Plan |
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School Fees Plan |
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Wedding Plan |
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Mortgage Repayment Portfolio |
start from £5,000
There is no upper limit, subject only to availablity. Additional investments can be as low as £1000 and can be invested at anytime during the year
£5,00o initial investment and £150 per month, and can be enhanced at anytime.
minimum investments of £10,000
Additional investments may be made into any plan at any time. The minimum additional investment is £500 there is no maximum. Investments in excess of £250,000 will need to be spread evenly throughout the market, to keep prices stable, and will take up to 2 weeks to fully invest.
Minimum recommended term for all plans is 3 years (unless specifically arranged with head office). There is no maximum investment period. A cellar of Fine Wine can be managed and 'turned' for hundreds of years without further capital expenditure. All wines can be placed in trust. |