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Lump sum investments

A lump sum or single investment is a popular choice for those who have accumulated capital on deposit and wish to find a long term home for their money. Whether you are looking to invest for income or for growth we are able to access the whole of the market for the most appropriate investment solution for you.

The most appropriate type of investment will depend upon your individual circumstances and requirements. A Capstone Financial Advisor will:

  • Review your circumstances, needs and objectives and any existing investments you have
  • Recommend the best options for you based on this review and what you are trying to achieve
  • Access the whole of the market for the most appropriate investment solutions
  • Explain the options available to you and ensure that you understand them