Financial Planning

Home >> Financial Planning

Working in Partnership with our Clients for
their Financial Security and Peace of Mind

Endowments

Endowment Policies

These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.

Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The value of investments and the income from them may go down. you may not get back the original amount invested.

Investments Enquiry
Single Investment Calc
Monthly Investment Calc
Annual Investment Calc

Armstrong Financial Planning Ltd is An Appointed Representative of Sesame Ltd., which is authorised and regulated by the Financial Services Authority

Sesame Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427. The FSA do not regulate National savings products, loans, Will writing and some forms of Buy To Let mortgages, offshore funds and inheritance tax planning.

The advice and / or guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registration address as company address
Registration number: 4601374
Registered in: England & Wales

Armstrong Financial Planning Ltd
Suite 4, Duxbury Court, 42a Preston Road, Standish, Wigan, Lancashire, WN6 0HS

Tel: 01257 425544Fax: 01257 425171