Savings & Investments
The days of just putting your money in the bank and hoping for the best are long gone. To get a good return today, you have to be a bit more creative.
Whether you have an inheritance to invest or want to save for a big event, we’ll help you find the best route, while considering your attitude to risk and how long you’re happy to lock away your cash.
Pick and mix
There are so many different ways that we can make your money work harder. And it’s good to know that our team are experts in all aspects of investment planning.
From Enterprise Investment Schemes, Venture Capital Trust and Offshore Bonds, right through to property investment and income-tax-reducing trusts, we’ll consider them all and explain the benefits of each one before you have to commit to anything.
A careful approach
We never forget that this is your money.
Before doing anything, we’ll talk to you until we have a clear picture of your financial situation and fully understand what you want to achieve – and how soon you want to do it. Armed with that information, our investment managers can put together a portfolio that’s designed just for you.
Our highly experienced financial planners know how the tax and legal systems work inside-out. So when it comes to making your business or personal finances tax-efficient, they’re well-placed to advise you.Find out more
We love pensions. They're a brilliant, tax-efficient way of getting a future income, but they're also so much more.Find out more