Investments & Savings

Whether you’re saving for a rainy day or whether you have something specific to save for, find out how our investments and savings advice will help you make the most of your money.


How we can help with Investments & Savings

Could you cope with an unexpected major expense? How much can you afford to save without negatively impacting your lifestyle?

Life can be full of uncertainty, which is why it pays to be prepared for unexpected expenses or a change of circumstances.

So whether you’re mitigating against unexpected expenses or whether you have a specific financial goal in mind such as school or university fees, or a wedding, we can help you make the most of your savings and investments.


Investments & Savings in a nutshell

  • Advise on different types of savings and investment options
  • Balance the level of risk with the return on investment required
  • Minimise tax liability via ISAs or offshore accounts
  • Establish the level of access and control required

Meet our Investments & Savings specialists

Gary O’Brien

Director & Chartered Financial Planner

Specialisation

Pensions Transfers and Trusts

Michael Oglesby

Director & Specialist Later Life Financial Planner

Specialisation

Later-Life Financial Planning

Mark Fisher

Director

Specialisation

Financial Planning

Ruth Norman

Financial Planner

Specialisation

Financial Planning, Equity Release