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I would like to start a long term savings plan

Creating a medium to long-term investment plan is a good way of funding a future goal or providing an emergency fund for a rainy day. Although riskier and less flexible than placing your money in a cash account or ISA, you have the opportunity of receiving a higher return on your investment in the medium to long-term.

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.

Case Studies

See how we've helped people with our tailored solutions

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Certain investments can be set up to supplement monthly income, whilst most people receive their primary income through their salary, some rely on their investments to fund their lifestyle goals or manage their day-to-day costs. 




If you are fortunate enough to have received a lump sum of money through inheritance or even redundancy, our advisers can devise an investment portfolio that balances your new wealth with your existing financial situation, plus answer any key lifestyle issues that may arise out of unexpectedly receiving a lump sum or inheritance.


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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965