Whether you’re looking to save on a regular basis or invest a lump sum, our independent financial advice team can advise you on how to make the right decisions to meet your goals.

Everyone has their own reasons for saving or investing. For some, it may be school fees, a deposit for a house, long-term financial security or simply just to get a better return than cash deposits in the bank.

Whatever your motivation, our financial advisers will tailor their research and advice to best suit your needs.

Savings & Investments
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"We joined Matthew Douglas through Ellisons Solicitors and have been a client since 2014. Matthew and his team have protected our investments over the years through the choppy waters of the financial markets. Paul Hardy has recently guided us through the Inheritance Tax obstacles with sound advice. The whole team are always easy to contact and talk to.  Their in-house receptionist, Maxine, is always bright and cheerful when guiding you to the right person."

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Submitted by Paul Rees

Here's how our process works

Discussing your objectives

We first sit down and discuss your objectives, i.e. what you want to achieve from your savings and investments and the level of risk you’re willing to take. There’s no right or wrong answer – it simply depends on what you are comfortable with.

Choosing your model portfolio

For clients that are happy to accept a level of investment risk to attract higher potential returns, we then design and maintain a range of model portfolios for you to use.

We regularly run our own in-house research and analysis of the investments available in the market, and then combine these to generate the best possible independent model portfolio. Each model will differ slightly, and will cater for different levels of risk.

The benefits of an Independent Financial Adviser

Alongside our models, we can also research and recommend other investments that could be ideal for our 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.

It’s important to understand that there is an element of risk

We will also explain to you that there is a risk that your value of investments may go down as well as up – you could get back less than what you originally invested. It’s always important to seek independent financial advice before taking out any savings or investment product, so the relevant risks can be clearly highlighted and any questions can be answered.

Our expert team of financial advisers are on hand to help you make the right decisions for you and your funds. Contact us today to begin your investment journey!

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