Investments

Getting savings and investment advice will help you to identify the right saving and investment strategy by understanding your financial situation. From simple financial investment to complex wealth management and retirement essentials, we can help you to identify the right saving and investment strategy you will need.

We can help provide you with sound and transparent advice on various investment strategy

Investments for Growth

This means investing in assets that are expected to increase in value over time, with the ultimate result being the growth of your money rather than generating a regular income.

Investments for Income

This is where you put your money into a fund that is designed to pay out an income at regular intervals, which could be monthly or quarterly. Investing in an income fund has the potential to provide a higher level of income than may be currently available from banks and building societies. Also, remember that they do not offer the same level of accessibility and security.

Please note that as with any investment, returns are not guaranteed, and there is a risk of you losing some or all of your initial investment. It is also very important to ensure that your investment approach is compatible with your aims, situations and approach to risk.

Investment & Savings options:

  • New Individual Savings Account (NISA)/ISA
  • National Savings Certificates
  • UK Life Insurance Bonds
  • Offshore Life Assurance Bonds
  • Units Trust
  • Offshore bonds
  • Equity & stock

National Savings Certificates are not regulated by the Financial Conduct Authority.