AML Associates

Savings and Investments

Savings and Investments

Financial growth and independence is founded upon intelligent saving and investment strategies.
There are many types of Savings and Investment products on the market and it is very important that advice is obtained before effecting such a product.

We will offer you solutions to help you achieve your objectives.
Those solutions will be arrived at by considering many factors which include:

• Your attitude to investment risk
• Whether you have a short, medium, or long-term goals
• Are you are investing for growth or income?
• Your personal circumstances
• Your tax status now and in the future
• Affordability & Flexibility

We will then advise on the product best suited to your circumstances and goals and these products include:

• ISAs
• Unit Trusts
• OEICS
• Investment Bonds
• Junior ISA

Inheritance Tax

Equity Release

Mortgages

Protection

Pensions

Address

AML Associates Financial Services Ltd
PO Box 26576
Glasgow
G74 9HG

Email

info@amlassociates.co.uk

Telephone

07305 916921

If you wish to register a complaint, please write to l.mclachlan@amlassociates.co.uk or telephone 07305 916 921

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.