Services / Investments
Independent investment & portfolio planning
Advice on lump sum and regular premium investments suited to your income, goals and risk attitude — using independent research on performance, flexibility and charges.
We are authorised to provide investment advice on a wide range of products and funds. We are not registered stock brokers. Please remember that an investment can go down as well as up.
- Unit and investment trusts
- OEICs & ISAs
- Building society investments
- National Savings
- Regular saving plans
- Lump sum investment bonds
- Venture Capital Trusts (VCTs)
- Enterprise Validation Schemes (EVSs)
- Asset finance