Investment Advice

Investment of lump-sums or regular savings to achieve income, capital growth or a combination of both.

Some of the principal areas we specialise in are as follows:

  • OEICs
  • Unit Trusts
  • ICVCs
  • Investment Bonds
  • Guaranteed Bonds
  • National Savings
  • Individual Savings Accounts (ISAs)
  • Reviews of PEPs, which from April 2008 were reclassified as ISAs
  • Endowments
  • Friendly Society Bonds

We also offer Portfolio Management, Asset Allocation & Stochastic Planning where appropriate.