Meet the team – Philip Cust

Philip, who lives in Manchester, is one of Healthy Investment’s longest serving members of the team, joining the Society back in 2007. After graduating from Sheffield University with an Honours Degree in Finance and Accounting, Philip worked in a variety of industries prior to settling for a career in financial services. Philip explained, ‘over the years I’ve worked across most …

investing for children

Investing for children

We all want the very best for our children and grandchildren and that includes making sure that they have a good financial start in life.  Whether it’s helping them get to university, buy their first car or giving them a helping hand onto the housing ladder, who wouldn’t, as they become adults, want to see the joy that a financial …

2019 AGM

2019 Annual General Meeting

Over the last few days, members will have received their invitations to the 2019 Annual General Meeting.  Even if they are not able to attend members can still have their say and vote either by post or online.  Mark Brennan, who’s the Society Secretary, explained what happens at the AGM and why it’s important to vote.  ‘Each year we write …

Meet the Team Sam Williams

Meet the team – Sam Williams 

Sam, who lives in the Rossendale Valley, joined Healthy Investment as an apprentice back in 2011.  Fresh from college Sam worked in the administration and membership teams before taking up his current role as Business Development Executive with responsibility for Financial Advisers.  Sam explained, ‘over the years I’ve built up a good understanding of all our products, the way that …

ISA for your future

We are really excited to launch our Ethical ISA

An ISA for your future (and everyone else’s as well) The Ethical ISA from Healthy Investment has been specially designed to meet the needs of those looking for a cautious ethical investment. With no early withdrawal charges the Ethical ISA gives investors the freedom and flexibility to invest for their future. The ISA invests in the Healthy Investment Ethical With-profits …

See the benefits of our with-profits investment

Bonuses benefit Healthy Investment members

Its good news for Healthy Investment members as bonuses of over £1.7 million have been added to their With-profits investments. The 2018 bonus declaration has now been finalised and all members will be receiving their bonus statement over the next few weeks. With-profits that works In a year of extremely challenging investment markets all our With-profits ISAs, Bonds and Savings …

What is an Investment Bond?

What is an Investment Bond?

A lump sum investment – A single premium policy – A one off investment – An Insurance Based Investment Product – Whilst technically all of the definitions of an Investment Bond are correct, it’s no wonder investors sometimes get confused. When investors and investment companies talk about ‘lump sums’ it often conjurers up images of large amounts of money. Many …

Grandchildren Gift Blog

How to Gift Money to Children and Grandchildren

Christmas is a time for giving and what better gift could you give to the children and grandchildren you care about than a gift which could grow into a really useful sum of money. As the festive season approaches, the Healthy Investment team thought it would be helpful to provide you with some useful information on the rules, yes there …

Christmas on a family budget

Top Tips on How to Enjoy a Family Christmas on a Budget

With Halloween and Bonfire Night now a distant memory, it’s time to get ready for Christmas. The Healthy Investment team believe that there is no need to spend a fortune to enjoy a family Christmas – you can avoid being in debt in January by planning ahead with our helpful top tips. Healthy Investment Tip 1 The first step is …

Cost of buying your first home

The Cost of Buying Your First Home

Buying your first home is a very exciting time. However, we all know that it’s also going to be an expensive time. The team at Healthy Investment have set out what costs are involved to help you work out how much you need to save. We recommend that you save up enough to cover all of the major upfront costs, …