Selecting your investments for the future…

Whether you are working hard to save for the future, require an income from your investments or wish to consider providing for future generations, we will work with you through a series of meetings to understand your financial position, your goals and aspirations.

We will balance these with your attitude towards investment risk and will make clear and concise recommendations to create an investment portfolio that is suitable for you.

You will benefit from the experience of our fund research team, as well as that of a range of external fund managers and industry experts. We are independent and can offer investments from across the market.

Your dedicated financial planner will regularly review your investments with you to ensure that they continue to be suitable based on your changing personal circumstances, the current economic climate and to ensure that the funds are performing in line with your expectations.

Even the most financially astute people may need some professional guidance.
By getting to really know you, we could help you:

• take advantage of tax-efficient investments such as ISAs;
• select a diverse range of products that meet your risk comfort zone;
• match products that respect your ethical and environmental beliefs;
• understand your options and support you on your investment journey.

The value of your investment can go down as well as up and you may not get back the full amount invested.