Investment and Portfolio Planning

There may be something special you want to save ahead for eg: children going to University; a special wedding anniversary; perhaps you just want to create a nest egg or make your spare income work harder for you.

It is always sensible to have some money held in a readily accessible account but in the longer term, having too much in a deposit type account isn’t going to help your funds grow faster than inflation.

We can help explain how to develop a savings or investment strategy that’s right for you to balance accessibility with growth potential and make sure that you understand how the various types of savings and investment work. Part of this process involves a discussion about your attititudes to risk and reward so that you are always comfortable with the places your money is invested and how it is performing for you.

A list of the most common investments and savings we advise on is listed below. If you feel you do not fall within this list please feel free to speak to us to see if we can help you.

  • Lump sums
  • Tax efficient investments
  • Investing for growth
  • Investing to provide income
  • Investing for a capital guarantee
  • Offshore investments
  • Trust investments
  • ISAs
  • Investment Bonds
  • Monthly savings
  • Saving for your retirement
  • Saving for University fees
  • Saving to achieve a specific goal


“Not all Offshore Investments and Trust Investments are authorised and regulated by the Financial Conduct Authority.