Business Investments

Whether you’re investing with specific goals in mind, want to grow an existing portfolio or find yourself with a healthy balance sheet and surplus cash and you’re looking for a better return on your capital than merely leaving it in the bank.

Apart from achieving significantly better potential returns, your David Allen investment specialist will help you to structure investments to effectively manage your risk,  reduce or defer income tax or capital gains tax and provide easy access should you need availability of your funds quickly.
We offer an array of investment products for businesses, from Offshore Bonds to access fixed rate high interest bearing accounts or the full range of unit linked investment funds for longer term investment either onshore or offshore.

Your David Allen Independent Financial Consultant helps you determine the right type of Investment, taking time to understand your views relating to potential risk, flexibility and requirements for growth. And we’re able to offer you access to Fund Managers from the entire market, regular reporting on the performance of your investments and the ability to respond at short notice should you wish to revise your investment strategy.

The value of investments can fall as well as rise and any income from them is not guaranteed.  Past performance is not a guarantee to future performance.