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Endowments

Endowment Policies

These are a common form of investment policy. Regular premiums are paid, and when the term of the endowment expires a lump sum is paid out. The lump sum may be used to repay a mortgage, for example, although to achieve this the investment performance needs to be sufficient to build up the required capital and this performance cannot be guaranteed.

Most endowments have a protection element such that if the policyholder should die then a lump sum becomes payable.

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.


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Company address:
Neville Birch & Co, Copthall Farm, Breakspear Road South,
Ickenham, Middlesex, UB10 8HB
T: 01895 637 121
F: 01895 625 121

Email: info@nevillebirch.com

Neville Birch & Co is Authorised and Regulated by the Financial Conduct Authority.

Neville Birch & Co is entered on the Financial Services Register (www.fsa.gov.uk/register/firmSearchForm.do) under reference 125455.

The FCA do not regulate National Savings products, loans, will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01895 637 121 | info@nevillebirch.com

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