Investment

You should never get too far into considering an investment, whether that be NISA, pension, bond (onshore or offshore), unit trust or other, without first considering your attitude to investment risk.

Never ask us, or anyone else what we/they would do in your circumstances. You do not know, our or their attitude to investment risk!

For a free assessment of your risk profile complete and return our risk questionnaire.

Once we have agreed your attitude to risk we can then go on to recommend products, asset allocation, and fund selection to match your profile.

Some of your investment options

  • New Individual Savings Account (NISA)
  • Unit Trust
  • Investment Trust
  • Single Premium Bond
  • Guaranteed Income/growth Bond
  • Annuity
  • Portfolio Management
  • Recognised Offshore Funds

For more indepth information or contact us today to discuss your circumstances.