There are many reasons to consider making an investment, and many options in doing so. You may be looking for better returns than in a savings account, or you may be looking for tax advantages. For others, the incentive will be to set up a regular income, or to pass money to family members in a managed way.
Whatever the motivation, there will be various things to consider including:
We can help you address all of these questions, within the context of your overall financial circumstances. And we have access to professional research tools which will help us to research the market on your behalf if a particular type of investment is indicated.
If you accept our recommendations, then we can arrange the investment for you. Our Ongoing Advice Service ensures that we keep investments under review and tell you when changes are needed.