There are a number of investment wrappers available and your Bright Blue Wealth adviser will go through the different advantages and disadvantages with you before recommending the most appropriate choices for your strategy. It does pay to spend some time on this aspect of your planning, as the financial solutions are constantly changing and new ideas and concepts are always considered.

Your Bright Blue Wealth adviser can help you navigate through the wealth of choices available to you and focus on tailoring your portfolio solution to your personal objectives, giving you advice and recommendation on a number of investment vehicles including:

  • Open ended investment companies (OEICs)
  • Investment bonds
  • Shares
  • Gilt-edged Securities
  • Unit trusts
  • Stocks and Shares ISA
  • VCT
  • EIS
  • AIM Investments