Savings & Investments

Whether you have a lump sum to invest or are looking to make regular contributions each month, we have extensive experience and a wide range of planning tools. We can design bespoke solutions and portfolios to meet your goals.

Our Investment Committee reviews, monitors and analyses investments. This independent approach to wealth management gives you access to financial solutions from across the whole of the market, ensuring you have a broad and hard-working portfolio.

Whether your monies are sheltered within ISAs, Onshore Bonds, Offshore Bonds, Unit Trusts, Pensions or other tax wrappers we can help.

We also help and give guidance on the following:

• Bank/Building Society Accounts (including Cash ISAs)
• National Savings
• Shares
• Investment Trusts
• Ethical investments

By discussing your financial goals and investment time frame, we will establish your tolerance to risk as well as any ethical stance you may have to investment planning. Should you have any existing arrangements, we can review their continued suitability in line with your current goals.

If further information is required on any of your existing arrangements, we will obtain this on your behalf directly (we typically call this data collection) from the relevant institutions prior to conducting our research in line with your requirements.

The value of investments can go down as well as up and you may receive back less than you originally invested.