Savings Plans

In general there are many reasons for wanting to put aside some money in a savings plan – it could be for a deposit for a new house, for a more secure future for our children; school fees funding etc.

While we take a Global approach to providing well-rounded financial solutions, we've also earned a reputation for creating highly flexible, bespoke plans with some very fine and distinctive points.  We take personal responsibility for delivering all encompassing premium administration and support.

At Vertex, our experts can help tailor personal solutions that are suited to you.

The regular savings vehicle would allow you to take a more realistic approach to slowly but steadily generate higher, stronger and larger returns with your money compared to letting it sit in a bank account with low interest rates and inflation.

In order to do that, we work with a number of well known providers such as: JP Morgan, UBS, Credit Suisse, Goldman Sachs, Alliance, Invesco, Investec, Aberdeen, Threadneedle, GAM, BlackRock, Pictet, PIMCO, Henderson etc. making sure that you get the best vehicle for you to reach your goal(s). In that extent, clients have also access to potential opportunities including Capital Protected notes through; Credit Suisse, Commerzbank, Investec, UBS etc..

 

 

Further on Saving Plans

Benefits of Saving with one of our providers rather than the bank:

  • Expected growth more than that of the banks
  • Tax Efficiency
  • Flexibility
  • Freedom
  • A vast selection of quality fund choices in which to invest

Get in touch with us to discuss with one of our wealth managers

 

 

Financial Planning

Our role is to help you make sense of the many financial options available to you today so you can work out what is best for you.

weiter

QROPS/SIPP

If you’re an expat or you’re planning to live outside of the UK for an extended period, a QROPS/SIPP pension can provide a valuable...

weiter

Swiss Mortgages

We are uniquely placed in being able to offer preferential rates on mortgages Worldwide. As an independent organisation...

weiter