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When it comes to your investments we want to help you get more for your money and reach your financial goals. On a one to one basis, our advisers undertake a review of your personal circumstances and help you make investment decisions crucial to your financial needs. Investment plans can vary greatly and as such, our advisers are best placed to match the right plan to your own objectives.

Advantages of using an adviser include:

Our advisers have a wealth of expertise when it comes to realising your objectives and the best methods of achieving them

Using a financial adviser offers you a level of protection in case things don’t go to plan

Advisers are best placed to do a risk assessment to see exactly how much you can afford to invest each month

We don’t just specialise in helping your investments grow. We also want to help you achieve your saving targets – quicker! For example, if you are looking to save for your child’s university fees and think you’ll need to save £3,000 a year for 10 years, we want to help invest this wisely for you so you perhaps only need to save £2,000 for 10 years and let the money grow for you.

Many people think investing money can be costly, but this is not the case. We provide a free initial consultation to discuss your goals and objectives before explaining the costs which start from as low as a one-off £360 fee.

It also doesn’t matter how much or how little you want to invest – our target is to help you reach your financial goals quicker by investing in the right places; whether that’s just a few thousand for a family holiday or a few hundred thousand for your future retirement – our expert advisers can help get you there.

Platform Services

Our generic investment proposition outlines the essential elements a client should consider to maximise successful investing. Our advisers will help you to understand risk vs reward in making investment decisions and how much to invest over what time.

Where to invest

How much to invest

How long to invest

One place to see all your investments

We offer clients an unrestricted broad investment choice of products which include the use of platforms. This will allow all your investments to be accessible in one place. You may even be able to simply log into your management system and get an update on how all your investments are performing.

This handy tool allows you to keep an eye on all your investments and how they are performing. It may be possible to keep an eye on the different goals you’ve set up as well as doing an ‘impulse save’, in some circumstances, to top up some of your current investments with a quick deposit. It’s a great way to get an overview of how your money is performing.

Investment

Find out how much you can invest

Investment

Initial lump sum*:£
Regular monthly contribution*: £
Expected rate of return - (e.g. 4.75):
Number of saving years - (e.g. 15):

Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.

Find a Truly Independent Financial Adviser near you

Mark Cooper

Purley, Surrey

Pension Investment Protection

Chris Rimmer

Prestwick, Ayrshire

Pension Investment Protection

Alex Douglas

Dunfermline, Fife

Pension Investment Protection

Martyn Clemie

Dumfries

Pension Investment Protection

John Martin

Glasgow

John Boyle

Glasgow

Pension Investment Protection

David Marchant

Uddingston

Adam Simcox

Sutton Coldfield, Birmingham

Pension Investment Protection Mortgages

Grant Livingstone

Monmouth

Pension Investment Protection

Gary Decker

Nuneaton, Warwickshire

Pension Investment Protection

Denis Turnbull

Penrith, Cumbria

Pension Investment Protection

Darren Hopkins

Abercynon, RCT

Pension Investment Protection

Maxine Scott

Thornhill, Dumfries

Pension Investment Protection Mortgages

Mark G. Ainsley

Pulborough, West Sussex

Pension Investment Protection

Mark Robertson

Glasgow

Pension Investment Protection

Lynne Bennett

Sheffield

Pension Investment Protection Mortgages

David Dean

Reading, Berkshire

Pension Investment Protection

David Illingworth

Glasgow

Pension Investment Protection

David Bartholomew

Carlisle, Cumbria

Pension Investment Protection

Comran Taher

Hull, East Yorkshire

Pension Investment Protection

Alan McJannett

Carlisle, Cumbria

Pension Investment Protection Mortgages

Andy Stocker

Beverley

Pension Investment Protection

Alan Simpson

Hamilton, Lanarkshire

Pension Investment Protection Mortgages

Andrew Johnson

Droitwich, Worcestershire

Pension Investment Protection

Alan Bradley

Edinburgh

Wendy Brown

Doncaster

Tracey Davies

Cardiff

Pension Investment Protection Mortgages

Stephen White

Sutton Coldfield, West Midlands

Pension Investment Protection Mortgages

Rob Ritchie

Alnwick, Northumberland

Pension Investment Protection

Paul Turner

Wyevale, Hereford

Pension Investment Protection

Neill Anderson

Clydebank, Glasgow

Pension Investment Protection Mortgages

Mike Craddock

Sutton Coldfield, West Midlands

Pension Investment Protection

Michael Finch

Monmouth

Pension Investment Protection

Clive Quinn

Shortlands, Bromley

Pension Investment Protection

Carl Weller

Leatherhead, Surrey

Pension Investment Protection Mortgages

Brian McNair

Glasgow

Anthony J. Buckle

Gateshead

Pension Investment Protection

*The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is no guarantee of future performance.