Wealth Management

We offer advice on a large range of investment products, our approach to investment is wholly personal and we understand that everyone has different priorities and different circumstances.

We know that spreading risk is one of the most important principles of investing, not only between several different investment types but also between different companies.

We will consider your attitude to risk, desired returns and tax position to check that you are using any appropriate tax relief and allowance entitlements.

We offer advice and implementation on:

The value of investments and their income may go down as well as go up, investors may get back less than the amount originally invested.

Enterprise Investment Schemes and Venture Capital Trusts invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies.