Regular savings
Are you looking for a regular savings investment account to save towards a short-term goal?
Whether you are saving for your children’s education or a dream holiday, the regular savings account is a simple, flexible, affordable investment option to save for your goal.
We have selected a range of investment managers to be our investment partners following a stringent manager selection process. As a result, we offer our clients access to investment management at a competitive cost.
Is this for you?
- Only available to residents in the Channel Islands
- You want an investment solution that will allow you to start saving without a significant upfront lump sum payment
- A lower minimum monthly contribution level
- A flexible structure that will enable you to stop, start, increase and decrease as you see fit
- You do not wish to be involved in the day-to-day investment decisions but desire an actively managed solution
- You want access to a range of investment portfolios that suit your investment risk appetite
- Our philosophy is for our clients to invest in actively managed multi-asset portfolios, such as the WealthSelect range from Quilter International
Benefits
- An upfront investment of £1000, with a minimum regular monthly investment of only £100
- Choose your investment portfolio that matches your investment risk profile
- Investment experts make the decisions about the choice of funds to buy and sell and when to make changes to the asset mix
- A practical and reliable solution that aims to keep your investment charges low and your investments on track to achieve their aims
- Online access to the platform where you can review your investment performance and investment allocation
- An annual review with your adviser to ensure that you are on track to reach your investment goals