Investments

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
investment goals…

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.

Call us on 020 7562 5858 to see what we can do for you,
or email us at investments@credius.com

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

E

How do I pay less tax?

E

Where should I invest my money?

E

How do I pick which funds to invest in?

E

What returns can I expect?

E

How much does advice cost?

E

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.

Kindly note that the FCA does not regulate inheritance tax planning.

Investment Advice

ISAs

VCT & EIS

Helpful Guides

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.

A Guide to Our Services

"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."

- Adam N

"Owrang has been my best find in the financial arena in years. He has proved to be highly efficient, competitive, and personable. Am very happy customer!"

Rupert S

"Owrang has been an excellent find. Recommended by a good friend, he has helped me with my mortgage requirements more than once. A very good guy. Knows his stuff!"

Jon C

"Very good knowlege of all aspects of personal finance"

Jonathan L

"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."

Jonathan H

"Owrang has been providing me with advice and ideas on how to approach financial matters for many years and has always been excellent, proactive and importantly helped me increase my future earnings."

Nicholas G

Speak To An Expert

If you have any questions related to investments, we'd love to hear from you.

Contact Credius

Credius
Senator House,
85 Queen Victoria Street,
London,
EC4V 4AB

T: 020 7562 5858
F: 020 7562 5802
E: info@credius.com

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 6186222.
Registered Address: Kemp House, 152-160 City Road, London EC1V 2NX

The guidance and/or advice 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 and some forms of Buy to
Let Mortgages

© Credius Wealth Limited. All rights reserved.