Review Your With Profit Bond
CAPITAL INVESTMENT BONDS
Over recent years returns from some With Profit Bonds and With Profit Funds have been to say the least very disappointing. Many providers have reduced their bonus rates and in some cases have not been paying any bonuses at all. This has led to many investors wanting to encash their With Profit Bonds or move their With Profit Funds . However with early surrender penalties and Market Value Reductions on the one hand and in some cases valuable guarantees on the other it has been a difficult decision.
REINVEST FOR PROFIT
FREE REINVESTMENT ADVICE
C&IS offer a With Profits Review Programme which will provide a straghtforward step by step process to help you wholly understand your contract by determining the level of ongoing charges , early surrender charges , MVAs , past performance and likely future returns. Once we have completed our report, you will be in a position to decide what to do next.
For a free and without obligation review of your With Profit Bond or Endowment policy or Pension invested in With Profits please call one of our advisers on 0845 6039376 or complete the enquiry form below.
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We pride ourselves in offering a friendly honest service in language our clients can understand and relate to. We aim to be accessible to all enquiries and to be highly effective in our response to them based on our values of trust and fair dealing.
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Why use C&IS?
- High Quality Service
- Expert Investment Advice
- Long Term Client Relationships
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