Financial Services

Investments, Savings & Wealth Management

Saving for the future? Looking to grow your money? Want to make sure your wealth is working as hard as it can?

We’re here to help you make smart, confident decisions that suit your current circumstances, your lifestyle and your future plans.

Why does investment planning matter?

Whether you’re saving for a rainy day, building a nest egg for retirement, or thinking about how to pass wealth on to your family, having a plan in place makes a big difference.

Many people sit on cash or keep their money in the same account for years without knowing if it’s still the right choice, while others feel unsure where to even begin.

That’s where we can help, with clear, personal advice that starts with understanding you and your financial ambitions.

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How can we help?

Investing shouldn’t feel intimidating, and that’s why Doug, our Financial Adviser, will take the time to get to know you, your circumstances, and discuss your attitude to risk. This will enable Doug to work out a suitable investment option for you which will take into consideration the potential up and downs of investing. Whatever your circumstances and views, we will help with a plan that is suitable for you

We’ll explain everything in plain English, from the different types of investments available to how they’re managed and what to expect along the way. You’ll always know where your money is going, how it’s performing, and what the next steps look like.

So, whether you’re just getting started or already have investments in place, we’ll work with you to build a sensible, tax-efficient plan that’s right for you.

And let’s face it – life has a habit of throwing the odd curveball, so that’s why we offer advice that grows with you, so your investment plan can adapt when you need.

Tax-efficient Investing

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Inheritance Tax Planning

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Speak to us about Investments, Savings & Wealth Management

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What our customers say

  • “Amy has been a wonderful support as we look at getting our first mortgage for a renovation. She has explained everything with a wealth of experience behind her and in terms that even I can understand! We feel incredibly comfortable making such an important decision with Amy to advise and guide us; we couldn’t ask for any more patience and knowledge from this lovely lady. Would always recommend, without hesitation.”

    R. Longley

  • “Fantastic help and advice from day one! Within a few minutes of meeting Dan for the first time both myself and my partner felt at ease and have never felt pressured which is so important, especially when making one of the biggest purchases of our lifetime. Would thoroughly recommend Dan to anyone and definitely those who are a first-time buyer as every step and process is well explained and any questions are always answered promptly with honesty.”

    J. Humphries

  • “When we were just about at our wit’s end with the process of getting our first mortgage, Amy quite literally saved the day (and our sanity!) She was professional, calm and thorough. Fantastic communication throughout the whole process, she managed to secure us a fantastic rate and explained everything to us every step of the way. A genuinely lovely lady, cannot recommend enough.”

    C. Charters

  • “Lisa was recommended to me by a friend and she did not disappoint, fantastic from start to finish. I found a house I wanted to make an offer on, emailed Lisa at 9 pm on a Sunday (not expecting a reply till the following morning) and I had a mortgage in principle by 10 pm the same night. Lisa was always on the ball even through COVID. I honestly can't thank her enough for all her help and will definitely be recommending her to people in the future.”

    D. McCafferty