Savings & investments

There are countless ways for you to invest your money in the interest (no pun intended) of seeing it turn into more money. We have several specialists focused on this area who can walk you through various alternatives for your particular situation.

The value of investments can go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance.

Savings accounts

Perhaps the most well-known and employed low-risk savings method. Put your money in a bank or building society for accessibility, but be aware of the effect that inflation will have on your capital.


Investing could be a way of increasing your wealth or saving for your family's future.

With so many options, investments are challenging, and it's easy to fall into the trap of taking too much risk for your circumstances. Before making any recommendations your IFA will undertake a personal assessment of your appetite for investment risk, meaning that you are invested into suitable investments aligned to your Risk Profile.

This is an on-going process that we're well-versed in. After our initial recommendation and implementation of your investment we can follow this up with regular reviews.

Individual Savings Accounts (ISA)

These highly tax-efficient investments are, understandably, most people’s first experience when it comes to investing.

That said, the majority of ISA money is held in cash which, over recent years, has led to the real value of the investment going backwards.

Get in touch with us to find out whether an ISA is right for your situation.

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Financial planning and advice for people and businesses across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, Surrey & beyond.