Savings & Investments


Being Independent, we can offer the whole market for Savings and Investment products, so whether it is an enquiry for a savings plan of just £50 per month or a bespoke investment package for an investment of £500,000 or more, we will find the right place and at the right level of risk for you, your family and your circumstances.


We can, depending on your exact circumstances, tailor a package from a simple Life Office investment, a selection from our investment platform of passive, enhanced passive, actively managed funds – selected to match your attitude to risk and maintain that level (all of these have an ethical option – if you prefer) while providing good diversity for your investments. We can also offer a Boutique selection (from Sharia - Business Property Relief, creating a Trust or other types of specialist investment vehicles) or our Bespoke Option, for larger investments where we arrange for you to have your own individual discretionary investment manager.


The value of your investments can go down as well as up