Saving & Investing

Investments form a critical part of most of our client’s personal financial plans. We are acutely aware that our advice will shape your financial future and do not take this task or responsibility lightly.

We understand how important it is to manage capital well. In a rapidly changing world, intelligent forward planning gives you additional security and helps protect what you have worked for.

Our approach is very simple. We manage your investments in a sensible, cost effective manner to try to achieve the best market return possible within acceptable risk parameters. Our approach is based on a wealth of research, experience and independent studies.

This could mean reviewing the progress of your current investment strategy or it could be devising a fresh plan to follow. The plan then undergoes continuous assessment and re-assessment to ensure progress is maintained.

Who Typically Requires Advice?

  • Somebody wanting to review the progress being made with their current investment strategy.
  • Somebody who has accumulated a number of investments over the years and wants a structured approach going forward.
  • Somebody who wants a specific savings strategy devised to meet a future need or objective.
  • Somebody wanting their existing savings or assets managed in line with their objectives, attitude to risk and changing economic conditions.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

To talk to us about ‘Saving & Investing’ call 01325 366446 or leave your details on our contact page.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.

Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).  Please see the following link for further details: