If you have a lump sum that you wish to invest, whether the cash has arisen through hard work, financial prudence or plain good fortune, you may face a dilemma with what's best to do with it.
You may have additional income that you wish to save for a wedding, a new car or for your childrens' education.
Our advisers are experienced in helping people like you to invest their money in an appropriate tax- efficient way to meet your current and future aspirations.
Our savings and investment services include:
- Investment bonds
- OEICs and unit trusts
- Structured products
- School fees
- Portfolio planning
- Portfolio reviews
For more information on any of these or our other financial services please call us on 01246 293 858 or email us on firstname.lastname@example.org.