Investment Planning

Investment advice

Investment planning is about making your money work towards what you want from life, not chasing returns or reacting to the news.

Investing doesn't happen in isolation. We look at your pensions, savings, protection and goals together, so your investments fit your life and not the other way round.

The value of investments can go down as well as up, and you may get back less than you invest.

How we can help

• Working out how much risk you're comfortable with, and how much you could afford to lose
• Reviewing your existing ISAs, pensions and investments
• Building, or adjusting, a diversified investment portfolio that reflects your goals, attitude to risk and investment timeframe
• Regular reviews, if you choose our ongoing service

Who this is for

• You have savings in cash and aren't sure whether to invest them
• You've received a lump sum, such as an inheritance or the proceeds of a sale
• You have ISAs or investments with different providers and want to know whether they still suit you
• You're investing towards something specific, such as retirement or a future purchase

How advice works

There is no charge for the initial conversation or meeting. It's a chance to tell us what you want your money to do, ask any questions, and hear how we could help. There is no obligation to proceed, and we will explain the scope of our service and any charges before you agree to advice. We only provide personal advice after we have taken time to understand your circumstances, what you want to achieve, and what you need.