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Savings and Investment

Build wealth
Are you looking to build wealth for a particular project, for your future or for that of your family? Whatever your goals, we can help.

What we offer

  • We discuss what it is you’d like to plan for and achieve with your money. Are you looking at a short, mid or long term option?
  • We look at any existing savings and investment provisions you may have and see whether they’re fit for purpose
  • Review your income and affordability


How we help you

  • We cut through the jargon and make savings and investments easy to understand
  • Establish the kind of investment and risk level you’re comfortable with
  • We will conduct reviews of your savings and investments and keep you updated

What is available

  • ISA’s
  • Unit Trusts
  • OEICs
  • Bonds
  • Offshore
  • Onshore
  • VCTs
  • EIS