Savings & Investments

Everyone is different when it comes to savings and investment planning, some people are looking for medium term plans, others long term plans, some are looking for significant growth potential & willing to accept significant risks along the way, while others are more conservative in their Investment approach, some might require Capital Protection but almost everyone wants to grow their money. 

With over 23 year’s experience in the Industry, we are confident that we can provide the right
Investment Solution for you. 

We start by finding out about you and your investment goals, how long you want to invest for, what the money is required for, we discuss your short / medium / long term financial needs and your capacity to withstand & accept certain risks. 

We evaluate your own risk preference through the use of psychometric tools, such as a series of short
questions, which seek to give a more scientific basis for assessing your risk. 

Once we have completed this assessment, we are well positioned to recommend a specifically designed Investment Plan tailored around your current circumstances and future goals. 

Through our agencies with numerous providers we source the best Savings & Investment options for our customers comparing Performance, Fund charges, Allocation rates, Exit charges and Policy Fees. 

We advise on range of Multi Asset Funds, Fixed Income Funds, Absolute Return Strategies, Structured Deposits, Capital Secured Strategies and much more.