Investment & Savings Advice

What is savings and investment advice?

There’s much more to financial advice than just pensions. Making the most of cash savings, Stocks & Shares ISAs and other investment accounts is also an important part of financial planning.

Linking your money to short, medium and long-term goals ensures that it is working hard for you and aligned to your personal circumstances.

Short-term goals can include anything you plan to spend money on in the next five years, as well as any cash you might want to hold, such as an emergency fund or money put aside for tax payments.

Medium-term goals may include items such as paying off your mortgage, covering school or university fees, or even buying a dream holiday home.

Long-term goals are often related to you retirement but could include any plans more than 15 years away.

Each type of goal is likely to have its own saving and investment needs, with the amount of risk you take and the account you use essential to hitting your targets to your personal timescale.

Even if you don’t have a specific goal in mind, investing is a way to build wealth and provide financial security over the long term.

We’re experts in savings and investment advice.

Managing a range of savings and investment products can feel overwhelming, but it doesn’t have to be that way. Our qualified financial advisers can review all your accounts and create a bespoke plan around your goals and aspirations.

Once we’ve created your plan, you’ll be able to track it and review each of your pots through our app or online. That way, you’re in control 24/7 and we’re always here when you need us.

As part of our service, we consider:

• Your cash savings and investments
• Your short, medium and long-term investment goals
• Your attitude and approach to investment risk
• Your tax allowances and the most efficient accounts to use

Whether you are just getting started with investing or have a range of accounts to review, we can recommend the most suitable solution for you.