Investment advice from £1000 upwards

Investment Advice

  • Bank and Building Society Accounts
  • National Saving Accounts
  • Individual Saving Accounts (ISAs)
  • Insurance Bonds
  • Unit Trusts / Investment Trusts
  • Open Ended Investment Companies
  • Offshore Funds
  • Ethical funds

Whether you have lump sum to invest from £1000 or more or wish to review your miscellaneous inherited shares (and banish all that paperwork) and consider consolidating them into a professionally managed portfolio or become a regular saver in an ISA for instance, contact me to discuss your options.

I have a research team to assist me at my head office. They monitor hundreds of different funds and regularly brief me on the latest options available to my clients. Remember I don’t only act for the wealthy but offer investment advice to those aiming to get started on a lifetime of wealth acquisition.

Don’t be afraid to ask. My fee could be as small as £200.

The value of your investments can go down as well as up and you may not get back the full amount invested.