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Saving and Investing

investment-optimWhether you have already invested a tidy sum or are in the process of building up your savings, you need to establish whether you are saving for the short, medium or long term.

You may, for example, simply want to put away some money for next year's holiday, or your medium-term goal may be to change your car. In the longer term, you may be looking to help fund your children's university education or to buy a holiday home when you retire.

We regularly review clients investment portfolios for them, many clients have built up these investments over the years however as time has moved on these plans and funds are less suitable or effective than they could be. We will review these plans with a consideration to charges, ongoing suitability, risk and fund performance. More importantly providing you with an understanding of investment risk and associated return on your savings.

For advice and information to help you make the most of your money, contact us using the form on the left with nature of your enquiry.

The value of investments can go down as well as up and any past performance is not a guide to future returns.

The Financial Conduct Authority does not regulate university fees planning.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS').  Please see the following link for further details: http://financial-ombudsman.org.uk/