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01243 271 291 (9am—5pm Weekdays)

  • Pensions
  • Savings
  • Investments



What is investing? Investing is geared towards medium to long-term goals (i.e. five years or more). You invest your money in the hope that it will gain value in the years to come.

You might want to invest so that you have enough money when you retire, to save up for a special event or simply to gain a higher return than your typical bank or building society account. Investing can help you achieve more of your ambitious financial goals.

If you have no immediate plans for your money, you might wish to consider investing. Here’s what makes good criteria for investing:

  1. You have no plans for your money within the next 5 to 10 years
  2. You have paid off your debts (not including your mortgage)
  3. You have set aside money for emergencies
  4. You are prepared to accept that there is a risk of loss, in return for potentially greater rewards (compared with keeping your money in a traditional savings account).

However, there is always the chance that your investment will lose money. You need to accept this risk which is why investing does not suit everyone.

Keeping things simple

Investing can be complex. However, with our award-winning technologies we can offer a complete investment strategy in one simple solution. With access to exclusive investment solutions – which are usually only reserved for high net worth individuals – we have access to a series of managed portfolios and wealth strategy fund ranges.

Simplicity is paramount. That is why each of our funds and managed portfolios is a fully-diversified investment solution. We believe that less is more when it comes to investing, and too much is plain confusing. That is why taking a focused approach to investing can reap the greatest returns.

Our Investment Approach

By working closely with our partners ‘True Potential’ we can bring you exclusive investment solutions which are normally only reserved for high net worth individuals. With close to £6.8 billion of assets under management on their wealth platform, they know what makes a good investment strategy.

I want to

To speak to an advisor call 01243 271 291 or make an online enquiry