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)
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
Endowments
Endowments have had a very bad press 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
