Investments
All of our clients have different investment objectives and priorities and our investment recommendations are tailored with your specific goals in mind. In making any recommendation, we will always ensure that you understand and accept the level of risk involved.
We can advise you on a wide range of investment products from Bank and Building Society Accounts and National Savings to ISAs, Collective Investments, Investment bonds and more and being completely independent, we are able to review your investment options across the entire market.
As a part of any recommendation made, we will of course assess the tax implications of your investment portfolio and ensure that it is as tax efficient as possible.
The value of units can fall as well as rise, and you may not get back all of your original investment.
The Financial Conduct Authority does not regulate Cash ISAs.