Managing Your Money

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 regulated financial 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.