Savings & Investment advice

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At a time of low interest rates, protecting the value of your investments from being eroded by inflation is paramount.

And yet, many people still have investments that are earning returns at less than the rate of inflation

 

Over 30 years’ of expert investment advice

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We have years of experience guiding clients through many financial decisions and options, understanding that different life stages require different approaches.

We believe the key to successful investing is to understand the relationship between why you are saving, what tolerance to risk you?re comfortable with and if a retail investment will help you achieve the objective or not.

The challenge is to also understand whether the frequent changes to products, legislation, and personal tax will help or hinder you achieving your goal.

Once you have an investment plan in place, we recommend reviewing the performance of your portfolio at least annually, to ensure performance is as expected and your investments are still appropriate for your changing circumstances.

That?s what we mean by long-term peace of mind.

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Selecting the right investments for you

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We will sit down with you and gather all of the information necessary to determine your requirements, including your attitude to risk and you tax position.

We offer a range of services to help you meet your investment objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document which will be provided at the first meeting. We will design the appropriate combination to help you achieve your financial objectives.

You will also benefit from our appointed representative status with TenetConnect Ltd, a national financial services company. This relationship gives our clients access to a wide range of services and solutions on competitive terms.

Regular reviews of your investments (where the service is taken up) help to ensure that they remain relevant to any changes in circumstance and provides peace of mind.

Get in touch today to find out how you can benefit from our experience, our tried and trusted asset allocation models and robust fund research.

The value of investments and income from them can go down. You may not get back the original amount invested.

May I record our thanks for your help once again. You quickly grasped what we needed and your proposals for the best course of action to achieve our aims were succinctly expressed. Finance is a bit of a minefield for the layman so we consider ourselves to be fortunate to have you looking after our best interests.

RS, Shepperton, Middlesex

Retired surveyor

What would we have done without you! It has been a difficult four years financially for the family and the situation has been handled with great understanding and patience. You sorted out a long term care package quickly and efficiently for my elderly mother who suddenly needed to go into a care home and then recommended a very suitable financial investment portfolio for her. Thanks so much to you all.
Gay B., Kingston on Thames, Surrey

Retired TV executive

Contact us today to book your initial consultation