We are a family business with experience and expertise in the insurance and financial planning industry since 1970.

There are many types of savings and investment vehicles but only a few will be suited to you. What is right for you will depend on your attitude to risk, your aims and objectives and the length of time you wish to invest. Our advisers will discuss all of these factors and more with you before making any recommendations. Our knowledge of the market means we can look at what products best suit and meet your requirements.

  • ISA’s
  • Investment Bonds
  • Savings Plans
  • OEICS – Unit Trusts
  • Investment Trusts
  • Structured Investment Products *
  • VCT *

* Please note that Structured Products and VCTs may not be appropriate for all clients. We will therefore fully assess your needs, circumstances, attitude to risk, capacity for loss and investment experience before discussing these products with you.

The value of your investment can go down as well as up and you may get back less than the amount invested.

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