Savings & Investments

There is a wide range of investment vehicles available in the market. Those that are right for you will take into account your personal tax position, timescale and attitude to risk. We only recommend those that we believe best meet your needs and preferences.

Potentially the most important decision is diversity of asset classes and asset allocation, both at outset and throughout the term of the investment. Options include:

  • OEICs (Open Ended Investment Company)
  • ISAs (Individual Savings Account)
  • Stocks and Shares
  • Investment Trusts
  • Gilts
  • Corporate Bonds