01803 611850


Making the best use of your surplus capital and income.

Investments are designed to be held for a longer term, usually at least 5 years. You need to be confident that you do not need this money for a period of time, and should not consider investments unless you have sufficient cash savings in place. Most investments are not guaranteed to return your money in full, although do offer the prospect of potentially higher returns than deposit accounts. Returns, risk and volatility are the main factors that will determine the most suitable place for your investments.

We will advise you on the correct tax wrapper for your investments

We can advise on:

  • ISAs
  • Unit Trusts and OEICs
  • Investment Bonds (onshore and offshore)
  • VCT & EIS
  • Ethical Investments
  • Structured Products

We are able to call upon the expertise of independent third party discretionary fund managers to provide portfolio management services.

Please note: the value of investments can fall as well as rise, and you can get back less than you invested.