Personal Wealth

Any investment involves risk.

To help you deal with that, first we ensure you understand the types of investment that match your situation and we help you find the most suitable products.

Our strategy is to recommend only investments that match your personal objectives and that have been thoroughly researched and vetted.

At the time of our issuing recommendations we advise you in writing whether we receive a commission or arrangement fee. 

Some of the investment products in the marketplace currently include:

  • portfolio planning - research, comparison and reporting
  • offshore unit trusts and OEICs
  • investment trusts
  • income and guaranteed bonds
  • corporate bonds and gilts
  • national savings
  • school and university fees planning
  • mortgages and loans.

For further details contact us.