Investment Advice

Having access to financial advice is important for your employees so they can plan and achieve their life goals and enjoy retirement. Our independent financial advisers deliver cost-effective investment planning for key staff, to make the most of their assets and income during their lifetime. As we are not biased towards any provider, we are able to select from the best investment managers in the market.

We typically invest your employees’ savings in multi asset portfolios offering the required level of risk and return to achieve their financial goals. We use a range of investments including ISAs, Trusts, Offshore Bonds and Pensions, and diversify investments across asset classes and geographic regions. We always recommend investing for the long-term, to offset any short-term setbacks or market volatility.

Our investment approach uses both active and passive fund solutions and sustainable investment options, allowing us to provide you with personalised financial advice and solutions at an appropriate cost. If you are new to investing, Read our Beginner’s Guide to Investing or contact our benefit consultants on 01727 845500.