Savings and Investments

Whether you are saving for a particular event, or have already built up a nest-egg, you want to be sure that it is working well for you and, where appropriate, in a tax efficient manner.  You may have accumulated a mixture of shares, unit trusts, premium bonds, cash deposits and pensions investments. These are all valuable assets and it is important to structure these correctly in order to realise the full potential value and help to ensure that your financial goals and objectives are on track.

Our team will:

  • Assess your existing arrangements and comment on the suitability, performances and tax efficiency
  • Conduct periodic lifetime cashflow forecasts to clearly show you how your future is looking
  • Assess your tolerance towards investment risk and financial loss
  • Suggest an appropriate investment strategy, with an eye on tax efficiency
  • Conduct ongoing reviews to ensure your goals remain on track
  • Ensure that your investment choices remain appropriate over time

We aim to do all we can to help you make the most of your investments, and to ensure that they work hard for you.


If you would like the opportunity to discuss any issues that concern you, please contact our team for more details on our services at or by calling the office directly on 01825 766 130.