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Stock and shares - equities

Stocks and shares are the most widespread types of equity that most people will get involved with investment terms.

Equity investment can involve anything from investing directly in the stock of a single small company (not necessarily considered good practice i.e. generally a high risk investment), to investing in a fund that represents global markets and thus buys a very small element of hundreds or thousands of companies (which means that you should do as well overall as the overall global economy does) i.e. investment risk is distributed.

Equities are normally bought directly via a stockbroker, or packaged within unit trusts, investment trusts and life assurance bonds etc.

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations), and investors might not get back the full amount invested. Past performance is not a guide to future performance. Equity based investments do not afford the same capital security that is afforded with a deposit account.

Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 116127 http://www.fca.org.uk/register.

C H Jeffries (Pensions & Financial Planning) Ltd Registered Address: Fairview House, Victoria Place, Carlisle, Cumbria, CA1 1HP. Registered in England & Wales, No. 1998376.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Neither C H Jeffries (Pensions & Financial Planning) Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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