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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:
Frankwell Financial Ltd, The Cruck House, 92 Frankwell, Shrewsbury, Shropshire, SY3 8JS
T: 01743 236094
F: 01743 245248

Email: enquiries@frankwell.co.uk

Registration address as company address
Registration number: 04139489
Registered in: England & Wales

Frankwell Financial Ltd is An Appointed Representative of Sesame Ltd., which is authorised and regulated by the Financial Services Authority.

Sesame Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.

The FSA do not regulate Will Writing, Personal Loans, Commercial Loans, National Savings products, or some forms of buy to let mortgages, tax planning, inheritance tax planning, offshore funds.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01743 236094 | enquiries@frankwell.co.uk

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