Services

Independent Investment & Portfolio Planning

To take advantage of every tax break and tax free saving opportunity, you need to consider a range of investments that will suit your income and risk attitude. We are authorised to provide investment advice on all forms of lump sum and regular Premium Investments. We are not registered Stock Brokers. We will advise on products and funds to satisfy all our clients needs relative to Income, Growth, Risk Profile and Taxation. We utilise sophisticated computer systems, which provide independent research data from the market place. This Incorporates performance, contract flexibility and charges.

Please remember that an investment can go down as well as up.

We can give advice and assist with:

• Unit and Investment Trusts
• OEICs & ISAs
• Building Society Investments
• National Savings
• Regular Saving Plans
• Lump Sum Investment Bonds
• Venture Capital Trusts (VCTs)
• Enterprise Validation Schemes (EVSs)
• Asset Finance