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 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.