Investment Planning made simple
To help keep things simple, our team of expert investment planning advisers will visit you in your home or office. There we discuss with you the appropriate investment plans that have the potential to yield the best returns.
We take the hard work of research away from you and come back with a range of investment options based on the latest market information. Once your investment plan has been chosen, we help you with the transfer of funds and support you throughout the process and for the duration of your investment.
This tailored approach ensures that each investment made on your behalf best suits your individual aspirations.
Our Investment Planners
- Appointed representative of Openwork UK Limited, regulated by the FCA
- Institute of Financial Planning (IFP) - Certified Financial Planner Certification or Fellowship
- Highly experienced Investment Planners
- Flexible – Can visit you at your home or office
- Fully DBS Certified
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
There is a range different investment options we are able to offer advice on including:
- Gilt-edged Securities (Gilts)
- Friendly Societies
- Unit Trusts
- Individual Savings Accounts (ISAs)
- Investment Trusts
- Open Ended Investment Companies (OEICs)
- Investment Bonds
Deposit Based Investments
- Commercial banks
- Building Societies
- Cash ISA