The security of your capital is of paramount importance, it was ever thus, but recent events in the investment arena have thrown this into even sharper relief.  Perhaps your attitude is more about preserving what you have rather than making large financial gains. You can rest assured that any recommendation is only made after the most comprehensive assessment of your needs and your attitude to investment.

Our training equips us to advise on the following:

• Unit Trusts
• Investment Trusts
• Bonds
• ISA and PEP
• Annuities
• Ethical & Green investment
• Share Portfolios
• EIS
• VCT

Whether you have already accumulated a certain amount of capital that is surplus to your day to day living needs, or would like to get to that position, we can help and advise.

As your Independent Financial Advisers we will, through the use of sophisticated investment modelling software, help you discover your attitude to investment risk, whether that is very cautious or quite adventurous. We will then design an investment portfolio that matches that profile.

Typically clients’ portfolios run from a few thousand pounds to several millions, and for regular savings from hundreds to several thousand pounds per month.

"Thanks for all the bits and pieces to do with my ISA's PEP and Bond. I have sent off the receipts today - but realised I had stuck the envelope down without putting a note in to thank you for all the hard work you've put in for me. So I say it here. THANK YOU."

JACQUETTE