Investments & Pensions

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Savings, Investments & Pensions

From childhood most of us are told to put away money to save for the future – perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.

Savings are generally funds that you set aside, but can be accessed relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of ‘saving’ is into a bank account (‘deposit’ account) where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back and possibly some interest.


Investments are designed to be held for a longer term, usually at least 5 years. You need to be comfortable with tying up this money for a period of  time, and should not consider investments  unless you have some savings in place. Most investments are not guaranteed to return your money in full, although do offer the prospect of potentially higher returns than deposit accounts. Returns, risk and volatility are the factors that will  determine a  suitable place for your savings.

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. So whether you have existing pensions pot that needs reviewing or want to start looking into your retirement options, one of our qualified advisers can explain the process to you and tailor make their recommendations to achieve your goals.

“The value of your pensions and investments can go down as well as up.”

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Our team of advisors are qualified and trained to high standards to ensure that they set up the right plan to help you achieve your goals.

High Attention to detail

We make sure every ‘t’ is crossed and ‘i’ is dotted, leaving nothing to chance. This helps us make sure that we understand your current situation in full to help you achieve your goals quicker.

Customer Care

Not only will we be set the right plan for you and your family, we will also ensure that we review it regularly to make sure that you are on track to achieve your goals.


Why We Are The Most Trusted In The Market

Our mortgage advisors go beyond conventions to help you get the best mortgage deal you’ve always wanted and save alongside. This extra mile has always translated as convenience and reliability to our customers. And we only want more such happy people walking straight into their dream homes.
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