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IFA guide aims to boost consumer confidence

IFA Momentum Financial Services is publishing a Guide to Savings and Investments which it hopes will lead to increased consumer confidence when choosing financial products.

Momentum says it has produced 100,000 copies of the glossy A5 guide in response to increasingly sophisticated consumers demanding more appropriate information on their investment options.

The 12-page guide focuses on what it believes to be the six main issues that consumers should consider before making their investment choice.

These are access, in particular, whether there is a need to release capital quickly; income requirements; growth expectations; tax efficiency; security and contract flexibility.

The guide also gives summaries of the different types of investment products available, dividing them into three categories – deposit, fixed interest and equity.

Momentum is also developing a series of brochures on topics including pensions.

It is mailing 80,000 guides to existing clients and an extra 20,000 are available through its website at or its consumer phoneline.

Momentum was formed last September following a management buyout of Aon Consulting Financial Services.

Managing director Paul Johnston says: “With so many products on the market, new initiatives and new opportunities arising, consumers are often unsure which product to pick. With the end of the tax year around the corner, we have written this guide to make their decision-making a little easier.”


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