Investments

Savings and investments are not simply putting you money into a plan and seeing what happens. It is important to consider what you want to achieve. Are you investing for income or growth? Are you investing on a regular basis or as a one off lump sum? How long do you want to invest for? How much risk are you prepared to accept?

Taking your personal financial objectives into account - what you want to achieve, access to your savings, how long you want your investment to run, and so on - we can help you to tailor a savings portfolio that maximises your returns and meets your requirements precisely.

Investments

If you have a legacy, an endowment that has matured, or a work-related bonus, retirement or redundancy package, investing in a well-balanced, tax efficient portfolio of different products is far more advantageous than putting the whole amount in one place. We can help you to create a portfolio specifically to meet your own short and long terms needs, using a combination of products to reflect your financial objectives and your requirements for access.

• Investment Bonds – Onshore & Offshore
• Guaranteed Income/Growth Bonds
• Unit Trusts
• Investment trusts
• Open Ended Investment Companies (OEICS)
• ISAs & PEPs
• National Savings