in·vest·ment ( ïn-v ést'm ént) n. Property or another  possession acquired for future financial return or benefit.

If you feel the financial services industry has left the above definition in tatters then think again. If you want a fresh, yet intelligent but reliable approach to investments, Arnold Aaron can help you.

Arnold successfully advises private individuals, Companies, Pension Fund Trustees, and Charities on investments.
His offering to clients is exclusively through Sterling. Sterling is at the forefront of investment innovation in the UK, through an investment platform allowing clients access to some of the leading retail investment houses in the UK, including renowned Seven Investment Management. This investment offering provides access to investments in equities, commercial property, gilts, corporate bonds, award winning protected profit funds and interest bearing funds.

Arnold carefully measures the attitude to risk of each client and through regular reviews ensures clients are aware as to how their investment is performing. This also provides the opportunity to confirm or reassess investment objectives and performance. Sadly this is not the norm in the financial services industry.

Tax considerations* are an integral part of the investment process, and
Arnold Aaron always considers the most tax efficient options available and structures investment portfolios with this in mind. This is not just limited to ISA's.

Some of the investment vehicles Arnold advises on are:

  • Guaranteed Accounts - Guaranteed no loss to capital investments, which are periodically available. This is open to individuals, Pension funds, Ltd/Plc Companies and Charities.
  • Stocks and Shares ISA's - tax free investing for individuals.
  • Investment Bonds - Investments for individuals. These are often placed
    under Trust, normally for effective Inheritance Tax Planning. Individuals investing in investment bonds are not liable to Capital Gains Tax on gains, however, higher rate tax payers may be liable to further income tax when gains are eventually taken.
  • Investment Account - Investments in Unit Trusts and OEIC's. Open to both individuals and other entities such as Ltd/Plc Companies, Pension Funds, and Charities.

*HM Revenue and Customs and the law relating to taxation are complex and subject to individual circumstances and subject to individual changes which cannot be foreseen.