Investments

Growing your Wealth

Making your money Work

We plant seeds so one day we can eat the fruits, but it helps to know what grows best and how to carefully nurture them when needed. We have expertise in all types of investments and can help you choose the most appropriate to you and your family.

The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.

Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value.

ISAs

Junior ISAs

General Investment Accounts

Investment Bonds

We can also help you with...

Pensions​

  • Planning Retirement
  • Approaching Retirement
  • Annuities
  • Income Drawdown
  • Pensions and Divorce

Protection

  • Life Assurance
  • Income Protection
  • Critical Illness
  • Family Income Benefit