Learn More – Savings and Investments
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Bragagnini Associates Mortgage Solutions and Financial Solutions believe in giving something back and each year we pick a nominated charity to raise funds for. These have included charities such as ‘Make a Wish Foundation’ and ‘The Henry Allen Trust’ to name a few. We have various events organised to raise funds, including our annual golf day, and we are very proud to continue supporting worthwhile causes.

OEICS

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Open ended investment companies (OEICS) allow private investors to pool their money together into a single fund but still benefit from the expertise of an experienced fund manager.

OEICS have a very transparent charging structure and have recently become more popular than unit trusts. They are managed in the same way as unit trusts but instead of buying units the investor buys shares.

The price of shares in an OEIC is usually calculated daily, and as with ordinary shares, the price of shares can go down as well as up.

This is a specialist area of investment, so it’s important to get the right advice.

Unlike savings and deposit accounts, capital invested in some of the assets mentioned above are not guaranteed as the value can go down as well as up.