• Aegis Financial Consultants Ltd
  • Registered Address:
  • 38 Dimond Street
  • Pembroke Dock
  • PEMBS SA72 6BT
  • Tel: 0800 008 6250

30 Second Form

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30 Second Form

Are you interested in any of these areas? If so, click one below to start the 30 second form. If not, please use the "Contact Us" link.

- Retirement Planning


- Mortgages


- Investments


- Life Assurance


Unit Trusts

Key Fetures About Our Services.pdf

Key Facts About The Cost Of Our Services.pdf

Unit trusts are a popular investment vehicle today, they are 'open ended collective investments' which put the cash of many investors into one fund a 'pooled fund'. This system allows investors to invest "collectively" which has the benefits of spreading and reducing risk and keeping costs under control. Unit trusts allow you to invest in the stock market but enable you to spread your risk and benefit from expert investment management.

There are many unit trusts to choose from across a wide range of investment sectors. The managers of the trusts can buy and sell within the trust without having to pay any tax, however tax liabilities can arise on dividends and unit sales by the holder.

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

For further information, or advice....Click..... "Contact Us"

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