Saving & Investments

Whether you are looking to save regularly or invest a lump sum, we are on hand to advise you on how to best meet your objectives.

You will have your own reason to save or invest; be it school fees, a deposit for a house or just to get a better return than cash deposits. Whatever the reason, our advisers tailor their research and advice to best suit your needs.

Alongside your objectives, we will also consider the level of risk you are willing to take. There is no right or wrong risk profile, simply it is what you are comfortable and able to take.

For clients that are happy to accept a level of investment risk to attract higher potential returns, we design and maintain a range of model portfolios for our clients to use. We regularly run our own in-house research and analysis of the various investments available in the market, and combine these to generate an independent model portfolio. Each model will differ slightly to cater for the various attitudes to risk that clients have.

Alongside our models, we benefit from being independent, in that we are able to research and recommend other investments that could be ideal for clients to use. These range from capital secured products to alternative investments which access various tax allowances.

Whatever your goal, risk profile or tax position, we are here to help and advise you on the best course of action.


The value of investments can go down as well as up. You could get back less than you originally invest. It is important to seek independent financial advice before taking out any savings or investment product so that the relevant risks can be highlighted to you.


  • Free financial review. Get in touch today

    Contact us