Investments

Investments take many forms from simple regular savings plans to complex tax planning vehicles; cash accounts and fixed interest security through to risk graded collective investments, specialist equities and sector funds and direct shareholdings.

Our role is to help our clients understand the concept of investment risk before making any investment decisions. We take into account a number of factors, including your attitude to investment risk, financial aims and goals, investment term, current and possible future tax situations.

Once we believe clients have grasped the basic principle, we are able to guide them through the myriad of the many investment options available, including Portfolio Advice Services, risk based portfolios and collective investments. We will also advise clients if they should be considering investing offshore for tax purposes.

We are proud to announce the launch of our own portfolio of risk graded investment funds available through our Wrap account. The investments funds have been methodically researched and selected, and portfolios constructed to provide a broad spread of assets in key performance sectors, with the aim of producing optimum longer term growth at a reasonable cost.

The Wrap account is an electronic reporting platform (provided by 7IM) that allows you to amalgamate all your personal wealth in one place, using tax wrappers such as pensions, PEPs and ISAs and investment bonds, as well as a direct investment account.