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       Managing Your Future                                                                                                                                                                                                                                        Est. 1974

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Staff Services Investments

If you are looking to invest a lump sum for the future, CRN can provide a bespoke investment portfolio planning service.  This will take account of your attitude towards risk, your current position, whether access to the capital is required and whether you are looking for an income or capital growth.  our advice encompasses all types of lump sum arrangements including :-

Individual Savings Accounts (ISA's)

Units Trusts & OEICS

Investment Bonds

With profit Bond Review Service

Ethical investments (Social responsible Investments)

Personal Equity Plan (PEP) review service

 

Savings Advice

If you are looking to save towards a particular event in the future such as school/University fees, a wedding, a holiday or just wish to put some money aside for a rainy day, CRN can help you achieve this in a tax efficient manner.  We can provide expert advice on the following arrangements :-

Individual Savings Accounts (ISA's)

Units Trusts & OEICS

Child Trust Funds

 

Endowments

Endowments have had a very bad perss over the last number of years, if you are worried that your endowment will not meet its original target whether that is to repay a mortgage or another debt, CRN can provide the following services :-

Endowment review service

Endowment Trading service

20 Stranmillis Road, Belfast BT9 5AA  |  Telephone: [028] 9066 0300  |  Fax: [028] 9066 6350  |  Email/book appointment: mail@crnfinancialgroup.com

Registered in Northern Ireland No. 18912  Registered Office as above  |  Authorised and regulated by the Financial Services Authority

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