Investment planning is for anyone whose ambition is financial independence. It isn’t about complicated investments in overseas markets and you do not need a vast amount of money to hand.

Our expertise, knowledge and experience in this area of financial planning makes us ideally suited to ensure that you get a recommendation tailor-made to meet your requirements from advisers you can trust to look after your needs – not only now but in the future.

As a part of our recommendations we will consider not only what investment funds are the most appropriate for your needs, but also the most appropriate tax wrapper in which to hold your investments and who is the most appropriate provider to look after your investments.

There is a wide range of investment vehicles available in the market. Those that are right for you will take into account your personal tax position, timescale and attitude to risk. We only recommend those that we believe best meet your needs and preferences.

The value of your investment can go down as well as up and you may not get back the full amount invested. Understanding your attitude to investment risk and your capacity for loss is crucial in identifying the most appropriate investment for your needs. The tax treatment of each account is subject to change and their value depends on the individual circumstances of the investor.