Investments

WFS will help you by designing tailor-made plans and portfolios to maximize your income and capital growth in the most tax efficient way.

  • ISAs (Individual Savings Accounts), Unit Trusts, OEICs and Capital Investment Bonds are just some of the products often recommended.
  • When appropriate, we aim to utilise your full personal, income and CGT (capital gains tax) allowances to make your investment solution as tax-efficient as possible.

Please note that the value of your investments may fall as well as rise, and are not guaranteed. You may not therefore get back the money you invested.

Independent investment, pension, mortgage and insurance advisers