Deposit Based Investments

financial advisers in Airdrie for over 10 years

Deposit Based Investment

There are various deposit-based investment vehicles available in the marketplace. Many customers will have money on deposit either with a bank or building society.

Every basic rate taxpayer in the UK now has a Personal Savings Allowance of £1,000. This means that the first £1,000 of savings interest earned in a year is tax-free. If you are a higher rate taxpayer (40%), then your allowance is £500, and 45% taxpayers have no savings allowance at all.

This may all seem somewhat confusing but at Bird Stewart, that it what we are here for. As a truly independent financial adviser, we can listen to what you want to achieve through investments and financial planning while offering you the best in advise and solutions that fits your life goals.

We have always prided ourselves on offering quality service and a personal service. So if you are looking at Deposit Based Investments or you simply have some initial questions about what is out there, our team are just a phone call away and happy to answer any questions you may have. Interested? Get in touch

Enquiries

Speak to the Bird Stewart team to find out how we can help you with all aspects of financial planning

0141 231 1196

Request a call back

Book an appointment

Expertise & Experience

Through solid, respectful relationships with our customers we have always prided ourselves on offering quality advice rather than focus on selling particular packages. With decades of experience throughout our office, we have thrived through growth, quality advice and a dynamic yet friendly team who put face to face interaction and client communication above all else. It is why we are happy to frequently travel far and wide across the UK to meet our clients - because sometimes a phone call will simply not do.

Proven Track Record

Alasdair

I have been delighted with the returns that I have received from my investment and would definitely recommend bird stewart financial advisers to anyone who is considering investing.

Alasdair from Menstrie

Andrew

Bird Stewarts help was invaluable when I set up my own company and his knowledge of the various tax advantages and reliefs in owning my own company saved corporation and personal tax.

Andrew from Brighton

George

Very happy with the Inheritance tax advice that I have been given over the last few years, which has help save thousands of pounds in tax for my family.

George from Airdrie

Gordon

I have used Bird Stewart to set up a Group Pension scheme and was surprised how quick and easy he made the whole process.

Gordon from Glasgow

Daniel

I would have no hesitation in recommending Niall and his team at Bird Stewart Financial Services for any Investment or pension advice.

Daniel from Glasgow

Book an initial consultation

With specialists in Mortgages, Pensions and Financial Investments, we will ensure that you speak to the best person in the Bird Stewart team to handle your specific needs. An initial consultation is simply a first step to find out more about what you are looking for while helping to explain how we can deliver the best service and experience tailored for you. Whether you prefer to discuss things on the phone, in person or over a zoom call, all it takes is that first step...

Contact Us

T: 0141 231 1196
E: E: enquiries@birdstewart.co.uk

Registered Office Bird Stewart Financial Services Ltd
22 Broomknoll Street, Airdrie, ML6 6BN.

Registered in Scotland no. SC433805

About Us

Legal Information

Authorised and regulated by the Financial Conduct Authority No. 592052

Bird Stewart Financial Services Ltd is entered on the Financial Services Register (Ref: 592052) https://register.fca.org.uk/ . The Financial Conduct Authority does not regulate Estate Planning and some forms of buy-to-let mortgages.