Investment planning

Our in-house independent financial advisers will be happy to guide you through the complex financial maze and help you work out an investment strategy that suits you.

Our investment advice will take into account all relevant factors including:

• the amount available, the timeframe for investment and favourable tax options 
• your personal objectives and attitude towards risk  

We advise on a full range of investments including:

• unit trusts and open-ended investment companies (OEICs)
• investment trusts and investment bonds
• shares (equities), government gilts and corporate bonds
• stock market portfolios
• ISAs  and National Savings
• structured products, exchange traded funds (ETFs) and contracts for difference (CFDs)
• enterprise investment schemes (EISs) and venture capital trusts (VCTs)

Our thorough service includes considering how investment capital should be spread across different types of assets (‘asset allocation’).

To read about how investment planning has helped our clients in the past, read our case study.

To speak to someone who can help with investment or financial planning call, email or request a call back from one of our specialist advisers.