Savings and Investments

If you’re looking to save or invest, we’re happy to discuss with you the many options on offer. We can recommend the right market-leading plans to meet your financial circumstances, including ISAs, unit trusts and investment accounts.

With interest rates low and stock markets around the world proving volatile, it can be hard to know what to do with your pension lump sum or funds you want to invest for the future. We can advise along different types of investments including tax efficient options such as ISAs, basing our recommendations on in-depth market research, their personal financial goals and attitude to risk.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.