Call Us Today
01905 779193

Savings & Investments

How can we help with savings & investments?

We offer advice on how to save and invest for your future and assist you in making tax efficient savings wherever possible. Whether you are looking for growth or income from your savings and investments we are here to help. We advise on stocks and shares ISAs, investment bonds, investment trusts, onshore and offshore investments. We charge an initial fee on a sliding scale depending on how much you wish to invest.

We will initially discuss risk, reward and your capacity for loss to check that the type of investment you are entering into suits your needs. We offer an ongoing review facility included in our normal service fee of 0 .5% where we can meet up to 3 times a year to discuss your investment performance.

We can help provide you with an investment strategy that will be both tax efficient and potentially offer you greater growth or a higher level of income over and above a standard savings account with a high street bank.

We choose the Investment Platforms and product providers using a clear due diligence regime so we know we are using the best possible providers.

We build you bespoke investment strategies using your risk profile as a starting point ensuring they fit within your risk tolerance and your capacity for loss. You will receive regular - at least biannual reviews of all your holdings with us and recommendations for any changes we suggest. We aim to meet with our clients face to face at least once a year.

We offer advice on:

  • Stocks and Shares ISAs
  • Unit Trusts (OEICS)
  • Onshore and Offshore Investment Bonds
  • Investment Bonds

We also offer advice on other more specialist investments, should the need arise.

Ready to find out more?

Our friendly team is ready to take your call.