Savings & Investment

The performance of your savings and investments could make a critical difference to your financial well being in the future so reliable advice you can trust is important. The majority of our new clients come from referrals from our existing clients who have built a solid relationship with us and have been very satisfied with the advice and service they have received.



Do you require growth, income or both?


There are many reasons why you might look to invest: 

  • Increased returns on savings
  • Greater income now or later on in life
  • Special purchase - holiday home
  • Childrens' education
  • Tax efficiency


Whether you’re a first time investor or seasoned professional and no matter what your motivations are, we have qualified advisors to explore your options and create a plan that suits your individual needs.


We will guide you throughout the whole process ensuring you fully understand the different products, tax implications, benefits and all of the risks involved.  Once we have achieved this we can help you make a balanced and informed choice to get the most from your savings.


The various Savings and Investment types are typically:


  • Deposit based accounts
  • Isa's
  • National Savings
  • Unit Trusts
  • Open Ended Investment Companies (OEIC's)
  • Investment Bonds
  • Investment Trusts


*Please note: Past performance is not a guide to future performance, the value of your investment can fall as well as rise. 



When was the last time you reviewed your savings and investments?



Contact one of our expert advisors today on 01295 722211 or email