The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Existing Investments

  • You may already have an investment portfolio which includes Stocks & Shares ISAs, Onshore Bonds and Unit Trust / OEICs.
  • We can perform an analysis of these plans to assess their performance, suitability and tax efficiency

New Investments

  • With inflation currently higher than many bank account interest rates, you may be considering long-term investing to negate the effects of inflation
  • Whether you are looking to invest surplus income or a lump sum, we can provide you with a suitable investment vehicle to meet your investment needs and attitude to risk
  • We can invest you in an underlying investment to produce capital growth and / or income, in-line with your requirements