Investments

We are independent financial advisors. We are authorised and regulated by the financial services authority to advise on investments in authorised collective investment schemes, Unit Trusts and ISAs. We do not advise on investments in individual stocks and shares.

Please click here to view our key facts document, which provides full details of our range of services.

We can advise on lump sum investments and regular saving plans.

Before we can make a recommendation we need to discuss your individual circumstances with you. We will complete a 'fact-find' with you to record these requirements and then make a recommendation, once we have assessed your needs.

We will provide a free 30 minute initial consultancy. To get further information or make an appointment, please call 01422 842984.