Investments

It is a concern that some people have the impression that independent financial advice is only for the wealthy.  You do not need to have a fortune before seeking independent financial advice - it is in fact available to everyone and is probably required now more than ever before.  Today there are so many different types of savings and financial investments that it is always wise to seek independent financial advice.  This section of our website outlines the investment areas we can advise on.

 Children's Savings

• Savings for children's education
• Children's savings

Tax efficient Investments

• Individual Savings Accounts (Isa's)
• Personal Equity Plans (Pep's)

Current Investment Issues

• With Profits Policies
• Closed Funds

Investments in general

• Portfolio planning
• Diversity of fund choice
• Investments for capital growth &/or income
• Investment Bonds
• National Savings & Investments
• Unit trusts and Open Ended Investment Companies (OEICS)
• Attitude to risk