Investments

Your current and future financial wellbeing is based on making the right investment strategy. Wealth management advice is at the core of this

 

We provide quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals, whether you are looking for your investments to grow or provide an income.

 

We can advise you on building a risk-rated portfolio that spreads your investments across a wide range of asset types. We help you to choose fund managers with different investment strategies to create a balanced and diversified investment mix.

 

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

 

Investment Wraps

Bringing all of your investments into a single place is called a wrap account. It is called a ‘wrap’ because all the products (such as pensions, ISAs) and investments are ‘wrapped’ up in one account. A wrap provides A set of administration systems that allow your investments to be pulled together and managed in one …

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Tax Efficient Savings (ISAs)

Since being introduced in 1999, Individual Savings Accounts (ISAs) have proved one of the most popular and tax-efficient ways to save and invest for the future. Each tax year, you get an ISA allowance which sets the maximum that can be saved within the tax-free wrapper from April to April. The old ISA system used …

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