If you have money to invest from maturing share schemes or existing savings such as ISAs and/or pensions, we can help you manage your money by creating a tailored investment strategy to meet your personal objectives that is flexible enough to adapt to your changing needs.

In order to create your investment strategy, as part of our investment advice service, we offer an investment review which is free of charge and without obligation.

You will be assigned a dedicated Adviser who will review your current financial situation and make recommendations in order to create your strategy which will incorporate the three asset classes:

  • Cash
  • Bonds
  • Equities

Your strategy will also take into account various factors, such as:

  • Your specific financial goals
  • Your personal attitude towards investment risk
  • How long you wish to invest for
  • Whether you need a regular income, capital growth or both
  • Your personal tax situation including available allowances such as ISAs or pensions

We recognise that everyone is different so as part of this service, we create bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.

To book an appointment or for more details, please contact us.

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Almost a quarter of UK workers (23%) have had to borrow money from family and friends in the last year because of money worries, and almost a fifth have taken on debt (18%). It seems financial worries have become the new normal. With almost 14.6 million UK adults not coping financially or finding it difficult to cope, many are looking for ways to help ease the strain on their finances.

Week ending 16th May 2025.

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19th May 2025

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Market Update – 14th May 2025.

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14th May 2025

The United States and China announced a breakthrough in trade talks on Monday, agreeing to pause most of the tariffs imposed on each other’s products for a period of 90 days. As part of the deal, both nations will significantly reduce their mutual tariffs— the US will cut tariffs on Chinese goods from 145% to 30%, while China will cut tariffs on American imports from 125% to 10%.