Savings & Investments

Are you making the best use of any spare capital or surplus income, can we make it work harder for you? The performance of your savings and investments could make a critical difference to your financial well-being in the future, so reliable financial advice, investment products and fund managers you can trust are important. The vast 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.

Working with a carefully selected panel of providers we offer the following range of products:

  • Stocks, Share and ISA’s
  • Structured Deposits
  • Investment Accounts
  • Investment Bonds
  • Platforms
  • Offshore Bonds
  • VCTs & EIS

The value of investments and any income from them can fall as well as rise. You may not get back the amount you originally invested.