Web Investments is a free guide and resource to finance. Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning, including:
All advice is impartial and free of charge. Web Investments is non profit making and is not associated or linked with any financial or investment partner. It has been compiled by financial experts who together have over 300 years experience in the markets and their particular financial field.
If you have a question please feel free to email web investments. Please note that although we respond to every financial enquiry due to the sheer number of enquiries there is a delay of a few day.
On behalf of all of the team may I take this opportunity of thanking you for visiting our website and good luck in managing your finances in these difficult times
Charles Stanley FSA Ba (hons)
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Questions ...
When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.
Pension planning
Personal Pensions, Company Pension Schemes, Stakeholder Pensions schemes, Self Administered Pension Schemes, Unlocking/Transferring Deferred Pension Benefits and Additional Voluntary Contributions (AVCs).
Investment planning & management
Investing for growth and/or income through Unit Trusts, Bonds, Offshore Funds and Stocks and Shares.
Domestic & commercial insurance
We shall be pleased to adviset you with all of your general insurance needs, and to help you consider the areas for which you may require cover.
Mortgages
For Residential and Commercial purposes, we have up to date information and access to a wide range of Building Societies, Banks and Central Lenders' schemes from which we can draw to suit individual circumstances.
Life assurance
Family Protection, Mortgage/Loan Protection and Business Protection.
Income protection
Replacement Income in the event of Sickness, Accident and Disability.
Critical illness protection
Provides a Cash Lump Sum on Diagnosis of a serious illness such as heart attack, stroke, cancer, etc. or total disability.
Business & keyperson protection
To protect a business from the effects of losing a Key Director or Key Employee through death or illness.
Savings plans
Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.
Annuities
Capital investment to purchase a guaranteed income.
Milestones in life
There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.
Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death
With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.
