Savings & Investments

Perhaps you want to put some money aside for a rainy day or save for children or grandchildren? Whatever it is you’re trying to save for we can advise on products that are available and which are most suitable for your needs.

Examples of Savings policies are

  • ISAs – for cost effective tax-free savings
  • PEPs – although discontinued we can advise what to do with them
  • TEPS – Traded Endowment Policies bought and sold as investments
  • Friendly Societies – offer endowment policies with exempt funds
  • TESSAs
  • Investment Bonds and Unit Trusts
  • Investment Trusts
  • Child Trusts

We will be happy to advise on all your Investment needs – give us a call or send us an email and we’ll do the rest.