Investments

1st Contact provides investment advice across the spectrum, from pension planning to short term banking. We believe that superior long term returns are driven through asset allocation, eliminating tax, reducing costs and expertise in product solution.

Specifically we provide advice on:

• Portfolio Planning. Using portfolio tools we will create an efficient risk/return portfolio and select specific funds to maximise returns. In addition, we use fund supermarkets, to reduce the cost of the portfolio, feeding back most of the upfront fees to you.
• Funds. We select investments from a broad range of products spanning the asset classes including equity funds, bond funds, property funds, VCTs and hedge funds.
• ISAs. We use ISA wrappers to invest your assets within a tax free environment.
• Pensions. One of the most tax effective ways of building an investment portfolio for the long term is via a UK pension. We create investment portfolios within a pension product which will suit your flexibility, investment and cost profile.