Investments

We tailor investment strategies that are geared towards capital growth and/or income, and revolve around the client’s attitude to investment risk. We offer advice on the accumulation of capital for school fees, retirement or for specific events like weddings.

Whether your goal is to save up for a dream holiday, a new home, a fast car or simply a rainy day, we can advise you on where to place your savings that will generate the best return for you.

We match the selection of products to your requirements, taking into account any tax implications, and reach our recommendations by close analysis of investment management groups and their individual funds. The analysis is based upon a variety of factors such as the financial strength of the management group, the structure of their investment approach, the depth and stability of the management team, the methodology behind individual performance, the performance track record and the balance between risk and reward.

Here are just some of the investments available:

 Cash Deposits
 National Savings
 Gilts
 Corporate Bonds
 Traded Endowment Policies (TEPs)
 With Profit Funds
 Distribution Bonds
 Investment Bonds
 Ethical Investments
 Unit Trusts and OEICs
 Investment Trusts
 Equities
 ISAs
 ISA Transfers

Past performance is not necessarily a guide to the future and the value of units, and the income provided from them, can go down as well as up. You are not guaranteed to get back your original investment at any time.