There are a wide variety of savings and investment products
available on the market and our advisors will help you choose which
is right for you. Some are familiar like ISA’s and Stock Investment
Accounts, other options such as investing in property overseas are
perhaps considered less often but may well be a better option.

Typical ways to invest are:

Individual Savings Account (ISA)
ISA’s can be an excellent way to invest because the benefits are currently free from income tax and capital gains tax. This means more of your money works harder and grows faster. Flexible investment options allow you to build the portfolio you want and choose the areas where you feel happiest when investing.

Investment Account
An investment account allows you to either invest lump sums or regular monthly amounts into the worldwide stock markets. We work with some of the UK’s best investment managers to give you the widest choice.

Investment Bonds
If you have a lump sum to invest and need a product which has a death benefit, then an investment bond may be the right option for you. These benefit from the investment performance of some of the UK's leading investment managers.

PEP / ISAs Transfer Plan
Do you have existing PEPS / ISAs that haven’t been performing well? These can be consolidated into a PEPs transfer plan that gives them a new lease of life and brings your investments right up-to-date while maintaining their tax-efficient status.