LB Financial

Tel: 01245 806 312

Savings and Investments

The value of the investment can go down as well as up and you may not get back as much as you put in.

Enterprise Investment Schemes and Venture Capital Trusts are higher risk investments and should only be entered into by experienced investors.

Generally most of us think of saving as putting money aside with no risk, possibly using a bank deposit account. Whereas Investing conjures up the thought of taking some risk with our money for potentially greater returns. Essentially both are about creating wealth for the future.

The most suitable place for your money will depend on many factors including why you are saving, when are you likely to need the money, your attitude towards investment risk and your personal tax position.

By taking the time to understand your circumstances in full and how you feel about your plans, we can provide you with a tailored strategy. This can range from simple solutions with guarantees attached to protect your money to more complex combinations of products, giving access to specific investments or asset classes to maximise growth both on and off shore. We'll also consider the tax advantaged investments such as ISAs, or (for more experienced, sophisticated and risk tolerant clients) Enterprise Initiative Schemes and Venture Capital Trusts.

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Head Office

Swift House,
18 Hoffmanns Way,
Chelmsford, Essex,

Tel: 01245 806 312

Other Offices

Suite E, 2nd Floor
The Octagon, Middleborough
Colchester, Essex

Tel: 01206 867551


Suffolk House,
7 Hydra Orion Court,
Addison Way Great, Blakenham,
Ipswich IP6 0LW

Tel: 01473 359 720


Number One,
Vicarage Lane,
London E15 4HF

Tel: 0208 221 8282

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Registered Office: Swift House, 18 Hoffmanns Way, Chelmsford, Essex, CM1 1GU. LB Financial Solutions Ltd is registered in England and Wales. Registered Number 07942025.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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