Saving and Investment

How your investments perform today could affect your future financial well-being. Our comprehensive investment advisory service aims to help you make the right decisions for your circumstances and attitude to risk.

Our Investments Advisory Service

We’ll take your investment objectives into account and make sure our recommendations offer maximum tax efficiency.

Our Investment Proposition

Please be aware that past performance is not indicative of future performance. The value of investments may rise as well as fall and you may not get back the full amount you invested.

"I thoroughly recommend Simon, whose dedication, knowledge and down to earth approach means I can always rely on his honesty and focus. Knowing that Simon is able to monitor and advise on all my financial matters gives me great peace of mind."

Simon Knibbs – Partner - Knibbs Associates

"The whole experience was professional, yet relaxed and at no time did we ever feel under pressure. Thank you Simon."

Florence Farley - Jade Recruitment