Investment Health Check

Whether you want to save money for something special, are looking to plan for your retirement or have a lump sum you want to invest, we can help. Tell us what you want to achieve with your money, we’ll research the whole market place and recommend a solution that best suits your needs. Some of the products we deal with include:

• Individual Savings Accounts (ISAs)
• Pensions, Self Invested Personal Pensions (SIPPs) & Annuities
• Unit Trusts
• Open Ended Investment Companies (OEICs)
• Investment Bonds
• Inheritance Tax Planning Tools

Not all areas of Estate or Tax Planning are regulated by the Financial Services Authority. Past performance is not a reliable indicator of future results.  Levels and bases of taxation are subject to change.