Investments

Many people look for the security offered by deposit accounts to keep their money secure. The prolonged period of very low interest rates though has meant many savers have seen inflation reduce the buying power of their money in real terms. Investors looking for the potential of returns higher than those from deposit accounts need to be prepared to take some risk with their money.

Whether you are looking to invest for the first time or would like help reviewing your existing investment portfolio, we will provide you with the expert, honest and experienced advice. We can help you to use investments as part of your overall financial planning strategy.

If you are looking for income, long term growth or both, we can help guide you through the maze of investment options that are available to you.

We will also ensure that your investments are as tax efficient as possible. We keep up to date with the full range of investment opportunities that enable you to save tax so you do not have to. Reviewing regularly to ensure valuable tax allowances are not lost.

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

Look to book an appointment to give your hard earned savings more chance to work for you, call on 01304 268301