Whether you want to invest a lump sum or save regularly, we can offer a variety of savings and investment solutions.

By reviewing your needs and determining your personal ‘Attitude to Risk’, we will help you make the right decisions to ensure your money is invested in the right funds to achieve your financial goals.

We advise on:

  • Individual Savings Accounts (ISAs)
  • Open Ended Investment Companies (OEICs) and Unit Trusts
  • Investment Bonds (on-shore and off-shore)
  • Savings Plans
  • Structured Products
  • Children’s Investments
  • Corporate Investments.

Please note: The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.