INVESTMENTS/SAVINGS

Do you have savings earning very little in the bank or building society and wonder what other options are available? Do you have investments and are unsure how they are doing and whether your money is in the best place for your requirements? All investments carry an element of risk, we will help you invest at an appropriate risk level for you. Have you just received a lump sum from inheritance, property sale, pension fund or anywhere else and are unsure what to do now? We can help you make the right decisions.

When it comes to your investments we want to help you get more for your money and reach your financial goals. On a one to one basis, our advisers undertake a review of your personal circumstances and help you make investment decisions crucial to your financial needs. Investment plans can vary greatly and as such, our advisers are best placed to match the right plan to your own objectives.