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.