Investment Advice

Our customised portfolio service is individual for each investor. Let us create the right solution for you.

Speak to Us

If you’d like help with your investment advice or planning, contact us for a free initial consultation, and find out how we can help you.

01454 321511

Alternatively, we can call you back

Please note calls are recorded for training and monitoring purposes.

For most people making an investment, their main concern is to ensure that they are getting a good return on their money. The level of risk they feel comfortable with also has to be taken into account. Balancing risk against the potential return is an important aspect of investing that always needs to be taken into account.

Balancing Risk and Reward

By using the latest investment techniques we can help investors to reduce the level of risk within their investments. At the same time our proven investment process can help them to get the best return, combined with the level of risk they wish to accept. At our initial advice meeting we identify any financial objectives for investing; whether it is to provide an income, growth or a combination of income and growth. This process helps us to understand each investor’s attitude to investing. We then identify and recommend the different types of investments that would be suitable.

For a free initial discussion please contact us. We would be happy to discuss your own personal situation and provide information on a range of investment products. If you are considering investing it is important to remember that the value of your investment and the income generated could fall as well as rise and that there is no guarantee you will get back more than you invested.

If you would like a copy of our guide to understanding investments it is available to download free of charge.

Our Investment Advice Process.

Based on many years experience we have produced an investment process to help with the recommendations we make.

If you would like to find out more about our process, our investment management section has more information. Alternatively you can download our investment process document.

We can provide advice on the following products.

Our investment advisers are able to provide advice on a range of financial investment products:

  • Deposit & Savings Accounts
  • National Savings
  • Individual Savings Accounts
  • Collectives
  • Single Premium Investment Bonds
  • Trustee Investments
  • Investment Services with a difference

As part of our service we offer a clear and transparent pricing policy for the advice given. We also provide a guarantee money back option if you are not happy with our recommendations. To find out more and discuss your personal circumstances please contact us.