"We have been utilising Samuels Financial's services for 12 years in managing the company's financial matters including rectification of a poorly setup employee pension scheme which is now managed well with regular meetings." Anthony Poole, MD Pure Synergy Group Limited, Manchester

"We have worked with Samuels Financial since our fledgling business years. Always ready to challenge the conventional and provide a refreshing business perspective on diverse matters, Samuels Financial remain a trusted business partner." Nick Wright, Creative Director, Studio North

Samuels Financial – Advisors who believe our service is about building relationships and helping you with all your personal or corporate financial needs.

We take the worry out of your life, with a life assurance service which is personal and tailored for you.

"Samuels Financial helped me to put my pensions, investments and life insurance into order. Now I know where I am going with my financial future and retirement planning and I feel more confident with Samuels Financial by my side." Ashok Shah, Manchester

"Samuels Financial have acted as our financial advisers for more than 10 years. They combine a first rate knowledge with a friendly and personal touch. We would have no hesitation in recommending their services." Lyn & Malcolm Waite, Liverpool

Samuels Financial – Giving you solid advice and help about your pension plan, as well as helping you choose the pension which suits your needs.

Choosing the right savings plan for you can be a life changing decision, let Samuels Financial help you find a savings plan that’s right for you.

Income distribution bonds

Many investors depend on an income from their investments to meet day-to-day expenditure and often the level of income currently paid on bank and building society deposit accounts is not enough.

If you are looking for an investment that provides the opportunity for an attractive level of income, a complementary range of income generating investments with the flexibility to take income now or later then maybe you should consider income distribution bonds. They give you the opportunity to spread your investments across a range of asset classes such as equities, commercial property and corporate bonds (or a combination of these) to meet your own requirements for either income or capital growth.

Spreading money across these different asset classes provides investors with tremendous diversification and spread of risk. In addition, you have the flexibility to restructure your portfolio in the future to meet your changing requirements.

Alternatively, if you wish to invest for growth across a balanced spread of investments, you can choose to re-invest the income and build up your capital, retaining full flexibility to take income at a later date. The Income Distribution Bond puts you in the driving seat, tailoring your investments to meet your income requirements, both now and in the future.

When considering this type of investment, it is advisable to talk to one of our advisers at Samuels Financial as the value of this type of investment, and any income from it, may fall as well as rise and you may not get back your original investment.


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