Regular savings OEICS
An open-ended investment company (OEIC) is essentially a fund made up of contributions from a number of investors. The fund is used to invest in a diverse range of companies and assets, which can be a lower risk option for those who might otherwise only be able to invest in a single company.
We work with business owners who want an alternative to cash savings for their disposable revenue.
How we work
Our advisers will find the right OEIC for your needs, helping you understand:
- how to save on an ongoing, monthly basis or invest lump sums
- the initial and ongoing management charges associated with the fund
- whether your funds can be held within a tax-efficient ISA wrapper
- how you can sell your shares when you want access to your money.