"Integrity with Knowledge"
Savings & Investments
Regarding savings & investments, we can advise on and arrange the following:
- Bank/Building Society Accounts
- Child Trust Funds
- Endowment Savings Plans
- Friendly Society Bonds
- Friendly Society Savings Plans
- Guaranteed Bonds
- Investment Bonds
- Investment Trusts (Non-Split Cap)
- Investment Trusts (Split Cap)
- ISA Transfers
- Low-Cost Endowments
- Maxi ISAs
- Maximum Investment Plans
- Medium Term Investment Funds
- Mini ISAs
- National Savings
- OEICs
- Offshore Investment Bonds
- Offshore Investment Plans
- Offshore Unit Trusts
- Offshore "With Profit" Bonds
- PEP Transfers
- Purchased Life Annuities
- Referral to Investment Management Services
- Smoothed Investment Funds
- Structured Capital "At Risk" Products
- Structured Products (Guaranteed)
- Traded Endowment Policies
- Trustee Investment Plans
- Unit Trusts
- "With Profit" Bonds