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Investments

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Investments and Financial Planning

Helping you plan for the future

Whether you are an experienced investor or you are just getting started we have a range of Investments available that could meet your needs.

I Have Money to Invest

I would like your advice

  • Our Financial Advice service is our expert planning service that helps you take control of your financial future.
  • An initial consultation is free. To take advantage of the full service you will pay for our services on the basis of, an adviser charge, fee, commission or a combination.
  • We will discuss your payment options with you before you take forward the service and answer any questions you have.
  • We will not charge you until we have agreed with you how we are to be paid.

I can choose my own solution

  • We have a selection of investment options available if you would like to invest without taking any advice. Whilst anyone is free to choose their own solution without advice, these options are best suited if;
  • You are a confident investor,
  • You have invested in a range of assets before,
  • You understand the relationship between risk and reward and can assess your own appetite to take risks.

I have an existing product with you

If you already hold an investment with us, this was purchased before 3rd December 2012, and would like key information or have a query then contact us.

Help me understand the basics

We have created a set of guides that will give you a better understanding of what to consider before making an investment.

Other services we can help you with

From tax planning, to writing a will, we can help you protect your wealth and secure it for the next generation.

Get in Touch

Our fully qualified advisors are here to help, an initial consultation is free. To take advantage of the full service you will pay for our services on the basis of, an adviser charge, fee, commission or a combination.

  • Call us on
    0800 331 104

Customers with hearing and speech impairments can contact us by Minicom number 0800 015 0870

Lines are open: Monday to Friday 9am-5pm (excl. public holidays). Calls may be recorded