Blue Ocean - Savings and Investments


When you have money to invest it can be very confusing knowing what type of savings or investments to make. With our experience and knowledge of the market we can advise you on how to get the best returns on your savings.

Many people are deterred from investing in stocks and shares because of the fluctuations of the stockmarket but these are best managed through Unit Trusts and Bonds.

Unit Trusts benefit from professional fund management. They spread the risk and reduce outlay by combining individual investments and buying carefully chosen, wide-ranging stocks. These investments can be made in particular industries or areas to suit your personal requirements. Profits can be taken as income or reinvested.

Bonds are generally managed by a life assurance company who invest in company shares, fixed income securities and commercial property. These are guaranteed income bonds, guaranteed stockmarket bonds and with profit bonds. Since Unit Trusts and Bonds attract different levels of tax they are suited to different investors.

Whether you are an experienced investor or are just beginning we can discuss your requirements to find the right investment for you.

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