PEAK INSURANCE GROUP 
GENERAL INSURANCE  
& FINANCIAL ADVICE 
 
 
 
 
 
 
PEAK INSURANCE GROUP 
GENERAL INSURANCE & FINANCIAL ADVICE 

 Investing for Growth/Income 

Dependent on your current needs, you may require strong capital growth or a regular income, or perhaps a combination of both. 

 ISA 

Tax efficient savings. Everyone in the UK over 18 has an ISA allowance. You can choose to use all of this for a stocks & shares ISA. 
The new ISA rules that came into effect in 2014 mean that you can now split the money between stocks & shares ISAs and cash ISAs any way you like. It may still be called an ISA, but a stocks & shares ISA is different to a cash ISA. A cash ISA is simply an account upon which you do not pay tax, whereas with a Stocks and Shares ISA you are investing. 

 General Accounts 

A General Investment Account (GIA) is a flexible investment wrapper in which you can hold an array of investments; such as funds, shares, investment trusts within a single account. 

 Employee Benefits 

Benefit structures to fit all levels and requirements from the boardroom to the shop floor. 

 Managed Portfolios and Bespoke Discretionary Fund Management 

Actively managed investment strategies to match your attitude to risk. 
 
 
 
 
 
 
 
 
 
 
 
 
 

 CONTACT US 

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