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Savings & Investments
Investors often stay with the safety of bank and building society deposit accounts when interest rates are low. Sadly they won’t be making the most of their money by doing this, the effect of inflation on monies on deposit often erodes the modest growth that these accounts offer investors.
Our advisers can give you savings and investment advice, so that you can take advantage of the multitude of savings and investment products available, with the aim to provide growth, income or both.
The type of investment that suits your needs depends on a number of factors, such as the risk you are willing to take; the amount of income or growth you want, when you need access to your investment and the rate of tax you pay.
If you are invested in a With-Profits fund of any kind we can review and make recommendations about staying in these funds.
Whether you are considering investing in National Savings Certificates, a collective investment scheme such as a Unit Trust, Open Ended Investment Company (OEIC) or Investment Trust or making the most of tax efficient investments through an Individual Savings Account (ISA), we offer independent advice, specific to your requirements.