Why should I do it?
With historically low interest rates being offered by the banks over the last few years, leaving cash in the bank will not necessarily bring you the best return on your investment. In fact, with inflation currently running at a higher percentage than bank interest rates, you could lose money in real terms.
How we can help…
Whether you are looking to invest for income or growth, we will provide the independent advice necessary to help you create an appropriate investment solution.
Whether you are looking to setup an individual savings account, bond or investment account, as an independent advice firm, we can research the whole marketplace and create a bespoke portfolio that reflects your requirements. This enables you to diversify your investments across a wide range of assets both within the UK and across the globe.
Once your plan is setup, we will ensure that you maximise your annual tax-free savings allowances and review the funds in your portfolio with you on a regular basis.