Investment
We provide a professional, qualified service ensuring that our clients are presented with investment opportunities available which are suited to their individual requirements.
How do I get my money working harder for me?
We bring the breadth of our experience and industry knowledge to help you succeed in your work
ISA's
An ISA is a tax-efficient vehicle which can hold savings in cash, stocks and shares, or a combination of the two, up to a specified annual limit. The 2025/2026 limit is £20,000 per individual.
Collectives
With a collective investment, your money is pooled along with that of other investors to create a large capital sum. Fund managers then use this sum to build up a large portfolio of investments.
*ISA*
For ISA’s, Investors do not pay any personal tax on income or gains but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA manager . Tax treatment varies according to individual circumstances and is subject to change.
Unit Trusts
This is a large fund of monies and/or investments pooled together and controlled by trustees with the aim of gaining capital appreciation, income or both.
Junior ISA's
Working along the lines of normal ISAs they allow tax-free savings for children. Again, these be held as either cash, stocks and shares or a combination of the two. The 2025/2026 limit is £9,000 per individual.
Investment Bonds
Investment Bonds are life insurance contracts used for the purposes of investment. They are designed to give capital growth and/or income over the medium to long term.
Investing isn’t just for the wealthy—it’s for women who want their money to grow with purpose. We break down the jargon and help you understand where your money goes, how it works, and what it can do for you. Your goals, your values, your future—invested wisely.
01506 343504
enquiries@eviecofs.co.uk
The Alba Centre, Rosebank Way, Livingston, EH54 7EG