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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.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

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:
Gerry Dupree, Unit 17 Springfield Business Centre, Brunel Way, Stroudwater Business Park, Stonehouse, Gloucestershire, GL10 3SX
T: 0845 307 0301
F: 0845 307 0302

Email: ifa@gerrydupree.co.uk

Registration address as company address
Registration number: 4289129
Registered in: England & Wales

Gerry Dupree & Company Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Services Authority.

TenetConnect Services Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150643

The FSA do not regulate all forms of mortgages, offshore funds, taxation or IHT planning.

For Investment planning we make recommendation based upon the Whole Of Market.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The information in this site does not confer any form of personalised financial advice.

Telephone: 0845 307 0301 | ifa@gerrydupree.co.uk

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