HALIFAX INVESTMENTS LLC
CLEARWATER, FLORIDA

Halifax Investments LLC is a financial services firm located in Clearwater, Florida. Incorporated on October 9, 2003, with Florida Model Company Number L03000038457, the company specializes in providing up-to-date investment information. The firm caters to both seasoned investors and those new to investing, emphasizing the importance of informed decision-making through cautious planning and comprehensive understanding of financial opportunities. The company focuses on educating its clients about various investment vehicles, such as mutual funds and Individual Savings Accounts (ISAs). It highlights tax-efficient strategies like leveraging ISAs for tax-free interest on cash holdings and capital gains management within the annual allowance limit. In guidance to UK residents, they can benefit from an available Isa allowance of £11,520. Halifax Investments prides itself on welcoming client inquiries and supporting their financial wellness journey with transparency. Managed by Brian K. Halifax and Juli M. Halifax, both serving as managers, the firm maintains a clear focus on reducing paperwork through efficient investment management strategies and eliminating capital gains tax liabilities where possible. With its last annual report filed on March 27, 2024, Halifax Investments continues to be an established entity in the financial services sector.