As your personal investment advisor, Credius can provide you with a wide variety of
tax-efficient investments, from NISAs and pensions to potentially high return VCT and EIS structures.
Let us help you achieve your
With more than 10 years of market knowledge and expertise, Credius, as your investment advisor, we can identify the most suitable investment strategy and asset allocation to suit your needs.
Please note that EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
The sound investment advice we’ll provide will take your risk appetite into account. Therefore, depending upon your risk tolerance, which is often correlated with your age, i.e. the younger you are, the more aggressive you can be with your investment choices and vice-versa. Our dedicated investment consultant in London will help map out the most suitable investments for your circumstances.
Based in the heart of London, as your financial planners, we can help you navigate through the different types of investment vehicles available to you.
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.
How do I pay less tax?
Where should I invest my money?
How do I pick which funds to invest in?
What returns can I expect?
How much does advice cost?
How can I reduce the burden of inheritance tax?
The answers to the above questions are a sample of the service provided when working with us through our dedicated investment consultant in London.
We’re upfront and open about our costs and administration fees and we’ll make all payments clear to you right from the start of the process. Please see our Initial Disclosure Document for details of how we charge.
The Financial Conduct Authority do not regulate Inheritance Tax Planning.
VCT & EIS
Booked in your appointment with us? Great, we look forward to helping by providing sound advice as your personal investment advisor. Whilst waiting, feel free to browse through a more overall pdf guide of our services through the link below.
"Owrang was one of the brightest graduates in an autumn intake of sixty people in 1998. I recall him regularly being upper quartile in the exams we undertook. He joined me as one of six individuals on the company's inaugural Business Foundation Programme - a graduate fast track programme for future leaders. I would gladly work with Owrang again."
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"I was recommended Owrang to help me set up and transfer a private pension. He was very professional and took the time to understand my needs and both he and his team were very prompt with ongoing correspondence throughout the process. I will be happy to continue working with him and would happily recommend him to others."
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85 Queen Victoria Street,
T: 020 7562 5858
Credius is a trading style of Credius Wealth Limited which is an appointed representative of Quilter Financial Services Limited
and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Credius Wealth Limited is registered in England and Wales 06186222.
Registered Address: 124 City Road, London, England, EC1 2NX
The guidance and information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
The Financial Conduct Authority does not regulate Auto Enrolment, Trusts, Inheritance Tax Planning, Bridging Finance, Employee Benefits, Tax Planning, Estate Planning and some forms of Buy to Let Mortgages.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited Jan 2024.
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