For truly independent financial advice

01204 383930

Investments and Savings

There are many savings and investment products available; whether you are wanting to invest a lump sum or savings on a regular basis. All products will offer many features and benefits, we can provide you with quality advice that will help you make the best choice in addressing your needs.

For most people making an investment, their main priority is to ensure they are getting the best return they can on their money. The level of risk they feel comfortable with is also paramount. Balancing risk against the potential return is an important aspect of investing that always needs to be taken into account.

It can be confusing with so many different ways to invest your money, from bank saving accounts to ISA's, stocks and shares to bonds, we can assist you by:

  • Overhauling your current savings and investments plans and advising you on how to get more from them.
  • Offering advice on a range of carefully selected products that are available on the market.
  • Creating a tailored financial plan to suit you and your circumstances.
  • Informing you of the risks involved when investing your money to help you make the right decision.

Please contact us so that we may assist you in determining an investment strategy best appropriate for your needs and circumstances.

The Financial Conduct Authority does not regulate National Savings.

The value of your investments can fall as well as rise and you may not get back the original amount invested.