Savings & Investments

Savings & investments

We can help you manage your portfolio no matter where you are in your savings and investments journey. We'll use Modern Portfolio Theory and industry-leading technology to establish a suitable investment strategy for you, monitor your investments and make ongoing recommendations. With a variety of savings products available, we can also make your portfolio as tax efficient as possible. 

If you’re looking to establish a portfolio outside of your estate, we can use the wide range of different trusts available. If you are already a trustee responsible for the investment of an existing fund, we can provide you with advice relating to the investment of the trust property. If you're interested in investing for your children, check out our free financial guide.

Please note, the value of investments can go down as well as up and you may get back less than the amount invested.


  • Wealth management

    Get a bespoke investment strategy that utilises our expertise and knowledge of your plans.

    Find out more

  • ESG investing

    We offer dedicated ESG portfolios as an option for all our clients.

    Find out more

  • Investment calculator

    Estimate how much your money might be worth in the future.

    Find out more

  • Share purchase stamp duty calculator

    A quick and easy way to calculate the cost of stamp duty when purchasing shares.

    Find out more


Client stories

Get in touch

Want to have a chat about your finances?

  • Call us

    0800 6342 111

Book a free consultation

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