Independent - And Proud of It

Our aim is to provide our clients with a flexible, high quality service, tailored to best suit the specific financial requirements of your individual lifestyles, or business.

Investment isn't simply putting your money into a plan and seeing what happens. You should consider what you want to achieve from your investments.

Are you investing for income or capital growth?

What level of growth would you like?

You may wish to invest a lump sum, from your pension for example.

The investment market is highly complex with many choices. Our Independent Financial Advisers can advise you on:

  • With Profit Bond
  • Guaranteed Income/Growth Bonds
  • Government Bonds
  • Investment Trusts
  • Open Ended Investment Companies
  • Unit Trusts
  • PEPs/ISAs
  • Share Exchange
  • Offshore Investments
01463 712752
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