independent investment advice

Whether you have a small or large lump sum to invest, or wish to accumulate a fund of money through regular savings, you should seek expert advice by consulting one of our Independent Financial Advisers.

Lump sum investments - which you could use to increase your future wealth, as part of your retirement strategy; or put them towards tax efficient products such as Individual Savings Accounts (ISAs). We can help you invest your money in:

• Collective Investments such as Unit Trusts
• Investment Bonds
• Commercial Property - an alternative investment to equities.

Monthly savings plans - to help save for special events such as a child's 21st birthday or university costs.

Inheritance tax planning - The combination of our specialist Tax and Independent Financial Services departments is able to provide advice on a wide range of tax matters to help reduce the amount of tax your beneficiaries will have to pay.

Portfolio reviews - Making sure your money works for you is important to us. We review your portfolio, at an agreed frequency, to make sure that we're doing what's best for your current needs.

We can also advise you on your existing investments and savings.