Our services: savings and investments

You work hard for your money, so you want it to work hard for you. Our aim is  to help you achieve your goals, both short-term and in the future, by creating an investment strategy designed to do just that

To make sure our recommendations are right for you, we start by assessing your attitude to risk. We will ask some simple questions to establish whether you are willing to take bigger risks with your money, to achieve potentially greater rewards, or whether you prefer a return that is likely to be lower, but with greater security.

By matching your investments with your attitude to risk, you can be sure that the products and funds chosen are right for you.

Our goal is to build a long-term relationship with you and so can, if you wish, review your investment strategy on an ongoing basis, tailoring it to suit any changes in your circumstances.

Because we are part of the UK-wide Intrinsic network of highly qualified financial professionals, you will have access to managed investment funds that will match your personal attitude to risk.

You’ll also have the reassurance of knowing that your investments are in the hands of one of the best fund managers in the market, New Star, which continuously monitors our funds to make sure that poorly performing assets are quickly replaced and returns meet our expectations.

For more experienced investors, there’s also the option to choose external managers and funds that you feel meet your investment objectives.

To find out more about what we can do for you, please contact us.