SIMPLIFYING THE
COMPLEXITIES OF
YOUR FINANCES
  • Facebook
  • Twitter
  • Instagram
OUR SERVICES
VISIT US

Stadium House

Alderstone Road

Livingston

EH54 7DN

Findlay & Co Financial Solutions Ltd is registered in Scotland, Company number: SC550871. Registered Address: 18 Ladywood Place, Livingston, Scotland, EH54 6TA

The Financial Conduct Authority does not regulate advice on commercial and agricultural mortgages, trusts, auto-enrolment, buy-to-let mortgages, or advice on some tax matters

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

© 2019 Findlay & Co Financial Solutions Ltd

INVESTMENTS

Protecting your Future

HOW DO I GET MY MONEY TO

WORK HARDER FOR ME?

We provide a professional, qualified service ensuring that our clients are presented with investment opportunities available which are suited to their individual requirements.

ISAs

An ISA is a tax-efficient vehicle which can hold savings in cash, stocks and shares, or a combination of the two, up to a specified annual limit. The 2019/20 limit is £20,000 per individual.

INVESTMENT TRUSTS

Similar to Unit Trusts, Investment Trusts are publicly listed companies which invest in assets and shares of other companies, using the money of you and others.

UNIT TRUSTS

This is a large fund of monies and/or investments pooled together and controlled by trustees with the aim of gaining capital appreciation, income or both.

COLLECTIVES

With a collective investment, your money is pooled along with that of other investors to create a large capital sum. Fund managers then use this sum to build up a large portfolio of investments.

INVESTMENT BONDS

Investment Bonds are life insurance contracts used for the purposes of investment. They are designed to give capital growth and/or income over the medium to long term.

JUNIOR ISAs

Working along the lines of normal ISAs they allow tax-free savings for children. Again, these be held as either cash, stocks and shares or a combination of the two. The 2019/20 limit is £4,368 per individual.

CALL US

Tel: 01506 414332

EMAIL US
OPENING HOURS

Mon - Fri: 9am - 5pm

(Or outwith by appointment)