top of page

Savings and investments

Savings and Investments are an important part of financial planning. Whether you are saving for something special or investing a lump sum, we aim to keep it simple. We shall ask details about you including your attitude to risk and then put together a plan which suits your needs.

As a valued client we shall monitor and review your portfolio on a regular ongoing basis, if required. 

The value of investments may fall as well as rise. You may get back less than you originally invested.

bottom of page