Investments

We advise clients who have lump sums or disposable income with which they want to make an investment that has the potential for a greater return than a cash deposit.

The savings and investment products that our specialists will consider include, but are not limited to:

  • ISAs (individual savings accounts)
  • Open-ended investment companies (OEICs)
  • Unit trusts
  • Offshore bonds
  • Structured investments, such as guaranteed equity or income bonds

How we work

Our advisers will first review any current savings and investments that you have. We then create a portfolio for any existing and new investments, which we manage on a discretionary basis and review at least annually. 

Your portfolio is structured and managed according to your attitude to risk, which we discuss with you. Your objectives for income and tax-efficiency are also key.

Speak to an adviser

Call us or email us at enquiries@taylorcocks.co.uk or complete our contact form.

About us

taylorcocks financial services llp is an appointed representative of tpc financial management limited, which is authorised and regulated by the Financial Conduct Authority.