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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 your investment can go down as well as up and you may not get back the full amount invested.


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Company address:
Advanced Financial Advice, 44 Broadway, Maidenhead, Berkshire, SL6 1LU
T: 01628 594433
M: 07768 277413
F: 01628 636362

Email: enquiries@advancedfinancialadvice.co.uk

Advanced Financial Advice (AFA) is a trading style of Nigel Osgood, a partner of AFP Partnership who are authorised and regulated by the Financial Services Authority for the conduct of Home Finance, Pure Protection and General Insurance Business.

AFA acts as an introducer to other firms within the AFA alliance for other classes of regulated business and each firm within the alliance is authorised and regulated by the Financial Services Authority for the appropriate type of business. A fee may be payable for independent advice and for typical examples, please see ‘How we are paid’

Company phone: 01628 594433 | enquiries@advancedfinancialadvice.co.uk

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