What are you saving for?
Whether you’re planning for a new home, your children’s education, travel, or long-term financial security, I can help you strategically manage your savings & money to ensure it works for you when you need it most.
While savings offer short-term flexibility, investments provide a long-term approach that may be better suited to funding your future goals.
By understanding your individual circumstances, financial goals, and risk tolerance, I can guide you in creating a tailored financial plan, utilising the best savings and investment options available from the market.
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.
Ethical Investment Strategies
For many, investing isn’t solely about financial gain. Ethical investment options are designed for individuals like you who seek strong returns while also prioritizing the positive impact of your choices on the environment and society, ensuring benefits for future generations.
Savings & Investment Products
- ISAs & JISAs
- Investment Bonds
- Open-ended Investment Companies (OEICs) & Unit Trusts
- Investment Trusts
- Ethical Portfolios
- Higher Risk Investments (Venture Capital Trusts (VCTs) & Enterprise Investment Schemes (EIS)
Don’t invest unless you’re prepared to lose all your money. This is a high-risk investment. You could lose all your money and are unlikely to be protected if something goes wrong.
What is ESG?
ESG, which stands for Environmental, Social, and Governance, represents investments chosen for their positive impact on the world while still aiming to deliver competitive returns. It’s about aligning your investments with your moral beliefs and values.