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Personal Investment Planning

Investments

The number of investment options nowadays seem limitless. 

That’s why, when we help our clients make decisions about how to invest their money, we start with them and what they want to achieve.  By taking the time to really get to know people, their situation and what they want to get out of their investments, we can narrow down the type of investment most suitable for them.  From there we can refine the options by looking at how investments are performing and how we believe they are likely to perform in the future.

Investment options for people wanting to save money for something in the relative short term, like a wedding, a dream holiday or a car, are very different from those with longer term goals, like saving for retirement.  Similarly, how much you want to invest, how you want to invest it and if you need to access the money at any point will all affect what investment type is most appropriate for your needs.  Because the options can seem so numerous and confusing, we will always explain why we are recommending each investment and talk you through all your options.

Any investment you make comes with a certain level of risk because no investment is guaranteed to perform a certain way.

That’s why another aspect we explain to all our clients is the level of risk associated with the various investment options as people’s preferences can vary widely in this regard.  We, of course, endeavour to choose investments which we think are most likely to perform well by investing in diverse funds which spread the risk across lots of different investments to avoid ‘putting all the eggs in one basket’.  As some funds which are higher risk come with greater potential rewards, people are sometimes keen to take those risks.  Whichever risk level you are comfortable with, we will offer you investment options appropriate to that level and ensure you understand what you are taking on.

Investment options we can advise you on include:

  • Investment Bonds
  • Funds
  • Unit Trusts
  • Stocks and Shares ISAs
  • Investment as Income
  • Corporate Investment
  • Portfolio Investment

Risk Warning: The value of units can fall as well as rise, and you may not get back all of your original investment

Speak to us about your situation and what you would like to achieve and we can help you to take out new investments and manage those you already have.

Our investment services

Investment Bonds

Simple and flexible solutions to income, capital growth and tax planning.

Unit Trusts

A range of benefits available for unit trusts and open-ended funds.

Portfolio Investment

Invest in ready-made growth and income portfolios from our range of funds.

Investment Funds

Selected fund managers of outstanding ability are available to manage a range of investment funds.

Stocks and Shares ISAs

We draw on the expertise of some of the world’s top investment professionals.

Corporate Investment

Invest in ready-made growth and income portfolios from our range of funds.

Interested in finding out more?

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