Investment advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. Sensible investment planning revolves around understanding what your investment aims are.

We aim to help you develop an investment strategy that is appropriate for your needs, using investments that suit your attitude to risk and tax position.

Bonds

Lump sum investment bonds are an insurance vehicle which can provide you with regular payments in a potentially tax efficient way.

ISAs

These are tax efficient savings plans which can be used for cash savings or stocks & shares investment.

OEICs

OEIC stands for Open-Ended Investment Company. Essentially an OEIC is a pooled investment fund of variable size in corporate form.