Investments

With Bank interest rates at an all time low we can offer investments that are designed to protect the real value of your capital from inflation. The costs of goods is rising and if you don’t protect your capital its spending power is reducing all of the time.

We can advise you on how to invest for:
Capital Growth

Investing Money

Let your investment grow without losing access to your capital giving you the option to realise your investment when the time is right or when its required the most. We will never invest your money into a plan which has early encashment or withdrawal penalties.

 

Income

Investments designed to pay an income whilst exposing the investment to the potential for market growth. Great if you need to supplement your income whilst still allowing your capital to work for you, the income can be a fixed amount, or the natural income from the investments.

A combination of Growth & Income

Investments that can pay a regular income whilst still offering the potential for capital growth of the original investment, should you feel you may need to make withdrawals to subsidise your income.

Saving Plans

Great for saving for lifetime events in the future such as weddings, holidays, school fees etc.

Estate Planning

Maximise the value of your estate for the eventual beneficiaries.

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Our investment options include:

  • Bonds
  • ISA
    • Pension
  • General Investments
  • Offshore
  • One off or Monthly Premium Investments
  • Self Investment (for those that wish to pick and manage their own investments we can offer
    an automated option. This is however non advisory)

If you are looking to invest for your future then we are able to help you find the right investment plan for you. There are thousands of different savings and investment products available to UK investors, from shares to Government Bonds with everything in between, we’ve got it covered. Whether you are looking to invest £5 per week or more then we will help you find the right investment product and the best investment managers. We only use regulated investments that give you full protection within the UK, via the Financial Services Compensation Scheme.

20 Years of investment excellence

Our Tried and Tested philosophy is to carefully select a handful of external managers who take a multi-asset approach and carefully monitor and review their performance, providing our clients with the necessary management and diversification that they require. We recognise that no single investment house has a monopoly on investment expertise and this approach gives us the freedom to select first-class managers from the global investment space and also the flexibility to change managers at short notice. In turn, our clients have a real opportunity to diversify their money by spreading their investments across several managers with varying investment styles, reducing the risks whilst maximising the desired outcome.

*Past performance is no guide to future returns.

Our Investment Policy
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