Investments

Grow your current capital, by means of investment.

If you are looking to invest a lump sum or regular savings for growth or income or both, we can advise on a wide variety of investments.  We provide advice on ISA’s, Unit Trusts , Bonds, Investment Trusts and even Offshore investments.

Simple non-jargon explainations help clients understand the investment options.

A personal financial review is essential to establish the nature and extent of any investment advice. We will offer advice based on the investment period, your current tax position, risk you are prepared to take and even to how ethical you would like the investment to be.

Investments can go down as well as up, and are purely dependent upon the performance of the underlying investments, and you may not get back your original investment. Past performance of a fund is not a guarantee of future performance.

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