OUR INVESTMENT SOLUTIONS

OUR INVESTMENT SOLUTIONS

With our broad range of investment solutions, we can help you find an approach to match your specific needs.

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LET US MANAGE YOUR INVESTMENTS

LET US MANAGE YOUR INVESTMENTS

Find out how our expert investment managers can help you.

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FINANCIAL PLANNING EXPERTS

FINANCIAL PLANNING EXPERTS

Our nationwide team of expert planners can create bespoke financial solutions that work towards your personal goals.

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FIND YOUR LOCAL OFFICE

FIND YOUR LOCAL OFFICE

We have investment experts across the country available to provide you with professional, face-to-face advice.

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ONLINE INVESTMENT SERVICE PREFER TO MANAGE YOUR OWN INVESTMENTS?

PREFER TO MANAGE YOUR OWN INVESTMENTS?

Our Online Investment Service has everything you need to choose and successfully manage your own investments.

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NEWS A simple way to consolidate your shares

A simple way to consolidate your shares

You may not be aware that we are able to hold UK-listed shares, as well as funds, on behalf of our clients. An increasing number of people have contacted us recently to consolidate shares that they hold in certificated form onto our own platform in order to simplify their administration.

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NEWS Be careful about cashing in pension pots

Be careful about cashing in pension pots

Under the new pension rules announced in the last Budget, which come into effect in April 2015, 25% of any previously untouched pension pots will be available to be cashed in tax free, with the remainder being subject to Income Tax. 

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BOOK AN APPOINTMENT

BOOK AN APPOINTMENT

Arrange an appointment with our investment experts to find out more about how we can help you meet your goals.

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CHARITIES

CHARITIES

Our range of investment solutions can help your charity meet its financial objectives  in line with its ambitions and principles.

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