Inverness Mortgages from the Highland Mortgage Company
   
102 Culduthel Park
 
Inverness IV2 4RZ
 
Tel: 01463 718040
 
email click here
 
www.highlandmortgagecompany.com
  
 
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Your local independent company for mortgages, insurance and investments

INVESTMENTS
 Making sure that your money is working hard for you is not always easy especially if you do not have the time or expertise yourself to investigate all of your options. At HMC you can be confident in our experience, expertise and professionalism to ensure that your investments are optimised for your requirements. You may have a lump sum to invest for the first time, an existing portfolio or a monthly contribution to invest for the future – we can guide you through your options and decipher the terminology along the way. Your advisor will clearly explain investment opportunities and administration processes so that you are completely happy with your investment plan. As part of our crystal clear operation and because we care about our client service, we are also able to offer rebates on commissions that we achieve through investing your money. This means that you can receive better value for money by investing through HMC. And of course, we offer our clients a completely confidential service.
Checklist of Services
- Portfolio Reviews
- Inheritance Tax Planning
- Lump Sum & Monthly Investments
- Investment Tax Planning
Additional Information

At Highland Mortgage Company as part of our tailored financial service we can offer advice and investment options that will help you to plan your investments to generate the best return for your requirements whilst reducing overpayments of tax.

Your solution? Call HMC first!

Highland Mortgage Company is an appointed representative of IN Partnership, the trading name of the On-Line Partnership Ltd which is authorised and regulated by the Financial Services Authority. Your home is at risk if you do not keep up payments on a mortgage or other loan secured on it. Written details on request.
The details
Portfolio Reviews
We can review your investments annually or more frequently if required to ensure that your are happy with your returns and to make any necessary changes or explore other options.
Inheritance Tax Planning
Inheritance tax can be a burden on family following a bereavement but we can help you to plan for the future to ensure that family or friends can manage financially without having to worry about making unexpected payments. Making decisions about the future can be difficult in the present but at HMC we can offer sympathetic, confidential and practical advice on your best course of action depending on your requirements. We will then work with you to secure your choices.
Lump Sum and Monthly investments
Have you won the Lotto? Maybe not his time, but unexpected windfalls do happen. You may have a lump sum that you want to secure in investments to recoup in the future or perhaps you have regular amounts that you can afford to ‘put away’ each month but have no idea what the best options are for your needs. Whether you are looking for a relatively high return over a short period of time or are considering a much longer term of investment, we can advise you depending on your circumstances and requirements. We will work with you to plan your investment into a suitable portfolio and can then offer you annual reviews and investment management as part of our complete, bespoke service.
Investment Tax Planning
Who wants to give the ‘tax man’ their hard earned money? Taxes are a fundamental part of the economy but that doesn’t mean that savings can’t be made with careful financial planning for now and the future. You need to understand the tax system and administration processes to be able to make the most of your money and investments but who can you turn to if you don’t?
Open 9am - 9pm 7 days a week  
 
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Freefone 0800 542 0099
  

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