Authorised and Regulated by the Financial Services Authority.

Savings & Investments (3)
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With all investments it is important to note that past performance is no guide to future performance and that share values and the income generated
from them can fall as well as rise.

Our Service Includes:

• Analysis of the entire fund universe to identify those funds and managers that we believe will perform the best over time;

• Analysis of your current holdings to ensure that an established investment strategy is still fit for purpose;

• With Profits fund analysis;

• Tax efficient investment portfolios;

• ‘Wealthcare’ to ensure that you remain in competitively performing funds.

Products we can help you with:

• National Savings Products;

• Individual Savings Accounts (ISAs);

• Shares (Equities);

• Collectives (Open Ended Investment Companies (OEICs), Investment Trusts and Unit Trusts) both onshore and offshore;

• With Profits Investments;

• Onshore Bonds;

• Offshore Bonds;

• Exchange Traded Funds (ETFs)and Exchange Traded Commodities (ETCs);

• Structured Products;

• Venture Capital Trusts (VCTs);

• Enterprise Investment Schemes (EISs);

• School Fees Planning.

Whatever your own personal requirements, contact us for a more
focussed discussion around your own personal needs.

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