Savings & Investments


There are thousands of products to choose from including ISAs, Stocks and Shares, Bonds, Index Trackers, Managed Funds, Investment Trusts and Government Bonds.

Your strategy and the products you buy will largely depend on when you need your money, your financial goals and your attitude to risk.

So if you’re worried about where to put your money or would like the peace of mind to know you’ve invested wisely, then we can help you by:

– Reviewing your current portfolio

– Recommending an investment plan to suit your financial situation

– Explaining the different options available

– Showing you the most tax efficient ways to invest.
To find out more about where to save and invest your money, call Chris Taylor on 01204 365165 or email