Phone:01570 423 823 | post@cyfri.co.uk
Endowments
Endowment Policies
These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.
Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.
Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Investments Enquiry
Single Investment Calc
Monthly Investment Calc
Annual Investment Calc
Company address: Cyfri Cyfyngedig - 23 College Street, Lampeter, Ceredigion, SA48 7DY
T: 01570 423 823
F: 08709 223 296
Email: post@cyfri.co.uk
Registration address as company address
Registration number: 03925755
Registered in: Wales
For Investment Planning we make recommendations based upon the Whole of Market.
The levels, bases and reliefs of taxation are subject to change.
The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Cyfri Cyfyngedig is an appointed representative of The M&E Network Ltd, which is authorised and regulated by the Financial Services Authority. The M&E Network Ltd is entered on the FSA register under reference 150643.