Investments

Whether you require capital growth, income or a combination of both.

Amethyst have been successfully investing monies for their clients for many years, through a combination of tax-efficient investments and careful risk management we can advise and recommend the most suitable strategy for your individual needs and circumstances.

Are you trying to build savings/investments?

At Amethyst we will…

  • Plan your potential future investment/income needs with you
  • Recommend and implement a plan to aim to meet your objectives
  • Regularly review your plan to aim to ensure it is on track

Do you wish to aim to ensure that your investments or savings are tax efficient?

At Amethyst we will…

  • Aim to ensure any investments are as tax efficient as possible
  • Review your estate to aim to ensure any inheritance tax liabilities are minimised
  • Regularly review your investments to make use of annual allowances

Do you wish to review your existing investments and savings?

At Amethyst we will…

  • Discuss the objectives of your existing investments
  • Review your attitude to risk profile and time horizon for your investments
  • Review your existing portfolio to establish performance, level of risk and its suitability for your future needs
  • Put in place a plan to match your requirements for the future
  • Regularly review your plans to aim to ensure they stay on track

Retirement Planning

Pensions are complex, at Amethyst we are qualified Pension Specialists and can advise on all aspects of pension planning including Defined Benefit (Final Salary Schemes), Defined Contribution Schemes, Personal Pensions & at Retirement Flex-Access Drawdown and Annuity options.

Investments

Whether you require capital growth, income or a combination of both. Amethyst have been successfully investing monies for their clients for many years, through a combination of tax-efficient investments and careful risk management we can advise and recommend the most suitable strategy for your individual needs and circumstances.

Estate Planning

Estate planning is the process of managing your investments throughout your life and planning the disposal of your ownership to your next of kin after your death, in order to minimise all taxes.

Protection

Finding the most appropriate protection for your family or your business involves careful consideration of your needs. At Amethyst we can discuss your concerns and recommend the most appropriate plans for your individual needs and circumstances.

Ethical Investments

At Amethyst we offer a wide range of Ethical Investments to suit your values and principles.

Mortgages

Amethyst can advise on all aspects of mortgage borrowing from first time buyers, homeowners moving house, remortgages and buy to lets. We will guide you through the process to find the most appropriate mortgage for current individual needs and circumstances.

Book a Consultation


    Amethyst Independent Financial Advisers LLP 83 Howard Street, North Shields, NE30 1AF is authorised and regulated by the Financial Conduct Authority

    The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of buy to let mortgages

    We are entered on the Financial Services Register No 623925 at register.fca.org.uk

    Registered in England with No. OC392353

    The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

    If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

    Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details: financial-ombudsman.org.uk

    The value of your investment can go down as well as up and you may not get back the full amount invested

    Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor

    The Financial Conduct Authority does not regulate taxation and trust advice.