Savings and Investment advice

Savings and Investment advice

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income, growth or a combination, we will provide the investment advice.

When we are looking at building your investment portfolio we conduct a thorough risk profile evaluation to ensure the solution corresponds with your long term objectives.

We offer a range of individual funds and risk-rated portfolios to help diversify your investments across a wide range of asset classes. We work with award winning market investment platforms, fund managers and discretionary portfolio managers. As we are independent, you are therefore ensured to receive impartial advice. We provide online access to allow clients to monitor their investments.

The value of your investments will be directly linked to the performance of the funds and portfolios you select, and the value can therefore go down as well as up. You may get back less than you invested. You should also bear in mind that the levels and bases of taxation, and reliefs from taxation, can change at any time, and are generally dependent on individual circumstances.

The Financial Conduct Authority does not regulate some aspects of buy to let mortgages
Your home or property may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Changes in the exchange rate may increase the sterling equivalent of your debt.
Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.
Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.