Financial Services
Savings & InvestmentsISA’s, Unit Trusts, OEICs, Bonds, Investment Trusts, Warrants – the list of the savings and investment vehicles available to you is endless. Making sure that you make use of your tax-free allowances and choosing an investment that will meet your objectives is a task that most people would find daunting. Whether you are saving for a specific reason such as a new car or a holiday or investing for the future we can structure your portfolio to meet with your short, medium and long term needs. In every case we will take steps to preserve, protect and, if required, pass on your wealth on death. The use of Estate Planning, Will Writing and Trusts may be incorporated to reduce any potential Inheritance Tax liability. Our key investment advisors have over 27 years experience as institutional stockbrokers and fund managers managing a fund of investment trusts valued in excess of £250 million.
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Financial Services
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