Unit Trusts

  • Whatever the most suitable balance between saving and investing is for you, we’ll provide exclusive advice.
  • This will fit with your present situation and work towards the one you’re hoping for in the future.
  • Because investing can be uncertain, we’ll assess how comfortable you are with risk and look at your current needs regarding access to funds.
 
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Many of our consultants can give advice on savings and investments and equity release. Any one of them will know the current market – savings products, investment opportunities and equity release products – and which could suit you and your lifestyle. They will also be privy to market changes and how this will affect your portfolio, so they can manage things for you continuously. James Dunn, Managing Director and Financial Planner, LL.B (Hons), DipFA Cert CII (MP & ER) is no stranger to managing portfolios. Highly qualified, he brings experience and a wealth of knowledge to his role. And, as Managing Director, he ensures Park Hall’s strong values and high standards are met at all times.  

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James Dunn LL.B (Hons) DipFA Cert CII (MP & ER)
Managing Director / Financial Planner

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Investing in Unit Trusts

Unit Trusts are a common type of collective investment.

Free initial consultation

You are invited to a free initial savings and investments meeting, where you can get to know us, as we establish your financial journey to date and where you hope to take it.

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A unit trust is a large fund of monies and/or investments pooled together and controlled by trustees with the aim of gaining capital appreciation, income, or both.

Unit Trusts are made up of 'units'. Each unit will have both a buying price and a selling price. The difference in these prices includes the fund management charges. The number of units held, multiplied by the current price, gives the current value of an investor’s holding.

As the market and your needs and goals change, we are able to keep an eye on your savings and investments and advise you accordingly.

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These investments are open ended, which means that units are created every time an investor puts money into the fund, and liquidated when they withdraw money, so that the fund can react to demand and continually grow through prosperous periods.

Investors can then enjoy the benefits of larger investments. However, during periods of poorer performance, the fund may need to sell assets to enable investors to withdraw their monies, so the fund size is reduced.

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For financial services that are independent, individually tailored and incomparable, contact us today. Our knowledgeable and helpful advisers will be happy to help.

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THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

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How has Philippa Bown helped you?

Phillipa has helped by regular face to face meetings with additional responses to questions. She has guided us through uncertain financial times.  Introduced us to different products to better serve our future. Philippa is an approachable adviser and explains with patience aspects of our financial choices.  We are confident that as we enter a different stage in our lives that her advice will continue to provide a secure base for our future.

Pauline

I have been a client of Park Hall for some years and following some changes in the organisation I have had Andrew as my Advisor for just over 1 year. Andrew undertook a thorough review of my existing portfolio, current financial situation and retirement goals at our first meeting. He provided detailed cashflow forecasting which has provided me with a much better picture given the various scenarios. He also made valuable suggestions regarding costs and charges which will make savings without compromising the investment.

B Taylor

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Mansfield, NG19 8AS


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Tax advice and planning, Buy to Let mortgages and Trusts and not regulated by The Financial Conduct Authority.
Please note that some advice on auto-enrolment schemes is not regulated by the FCA.
The value of your investment can fall as well as rise and is not guaranteed.
This is a lifetime mortgage (home reversion scheme). To understand the features and risks, ask for a personalised illustration.
Your property may be repossessed if you do not keep up repayments on your mortgage. Think carefully before securing other debts against your property. There may be mortgages available on the high street, which Park Hall may not have access to.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Park Hall Financial Services Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 514480.
Registered Office: 2 Market Place, Mansfield Woodhouse, Mansfield, NG19 8AS.
Park Hall Financial Services Limited is registered in England and Wales, Reg No. 06839868.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

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