Investments

For investment products we have chosen to work in association with Legal & General. Through them our advisers are able to access a wide range of approximately 40 expertly selected funds from both Legal & General and external fund managers, The Investor Portfolio Service.

Your adviser will guide you on the best plans for your needs including ISAs, unit trusts and investment bonds with funds across all levels of risk.

Please remember that you should consider these medium to long term investments, for example at least 5 years.  The value of your investment and the level of any income received from it can fall as well as rise, is not guaranteed and you may not get back the amount of your original investment.

 

Call us on 01932 247590  for more information or click here to contact us