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Savings and Investments

Whether you have a small or large lump sum to invest, or whether you wish to accumulate a fund of money through regular savings, we can offer you expert advice.

So if you want to provide for a wedding, school fees, a boat, a holiday home or just for a rainy day we can advise you on your existing investments as well as recommending other products if appropriate. Being independent means that we can offer a wider range of investment options than high street banks or tied advisers.

The most important aspect of investing is accurately establishing your risk profile or attitude towards investment fluctuations. Other considerations will include your tax status, needs for growth/income, time horizon, other capital and investment experience.

The following investments may be suitable for your needs;

*Estate Planning Enterprise Investment Schemes, some offshore investments and all National Savings products are not regulated by the Financial Conduct Authority.

The value of investments and income from them may go down. You may not get back the amount originally invested.

For Investment Planning we make recommendations based upon the whole of the market. We follow a centralised investment proposition in order to achieve consistent outcomes.

We also offer advice on deposit based accounts and bonds as well as National Savings* products.