Whether you are saving for a specific goal, or just want the money you have already saved to work harder for you, we can deliver an investment solution based on your goals and aspirations.
Our Independent Financial Advisers (IFAs) can provide you with financial planning and investment advice for regular and lump sum savings and investments. We help identify the right level of investment risk, asset allocation and tax efficient ways of investing. Full wealth management and cash flow forecasting strategies are also available.
Our IFAs offer completely unbiased investment planning and savings advice. They will talk to you about what you’re saving for, how long you have to save, and what you can afford to save, before making their recommendations. We’ll check the whole of the market to recommend the most appropriate home for your savings.
You may have an investment portfolio already or have a lump sum to invest which may have come from an inheritance or a maturing policy. You could be looking for capital growth, a regular income, or even a combination of both. The investment market can be extremely complex, so independent financial investment advice is essential to make sure your money is working hard for you.
You should be aware that the value of your investment may go down as well as up and you may not get back what you invested.