Savings and Investments
Savings
There are lots of options for regular savings; our Advisers use the most up-to-date software to analyse what is available in the marketplace to Independent Financial Advisers and construct a savings portfolio to meet the clients needs for short, medium and long term goals.
Investments
Creating wealth for our clients is part of our company vision. We provide an expert integrated service across all investment fund managers and products within the marketplace. We utilise asset allocation tools to ensure that we effectively assess the risk profile of each individual client to meet their short, medium and long term wealth creation objectives.
By seeking quality advice clients can be moved from poor-performing Unit Trusts, OEICS or Investment Trusts into a diverse investment portfolio backed by specialist research and advice.
The value of investments and income from them may fluctuate and could go down. You may not get back the original amount invested.