Putting a little money away regularly is the best way of saving up for expensive things, like a holiday, furniture, or a special family occasion.
There are two ways to save – short term and long term. Savings accounts are for times when you may need to get at your money quickly. They are different from investments, which are really for the longer term.
There are different types of investments. Each has its own level of risk but, basically, you take a risk with your money by investing in assets that could rise or fall in value. There is no guarantee you will make money or even that you will get back the same amount you invested in the first place. Investments are different from savings – they are typically designed for the longer term and involve different types of risk.
Before investing, it’s usually a good idea to have sorted out your debts, made sure you’ve looked at protecting yourself against unforeseen events.
All of our financial advisers are qualified to advise on both savings and investments.
Please call us or use the contact form to make an initial enquiry.
What a great company - helped with our mortgage initially but have also helped with getting the best out of our pensions too. I would (and do) highly recommend!
Louise PDave Rees helped us with a number of financial issues we had been putting off for ages. He helped us identify our main requirements and was able to give us a range of options and clearly explain the pros and cons of each. We were able to make an informed decision about the best route forward for us and if we had any queries no matter how small Dave was always easily contactable and happy to help. I recommend his services to everyone I know. Claire B
Strongly recommended - very commercial, efficient and professional.
R Bell - FTSE 250, FDMany thanks for all your help - without your badgering (in the nicest possible way!) I would never have got this sorted out!
SiobhanI have just read your warning about yardstick marketing etc. and am now waiting for a call from Actionfraud. You have just saved our meagre pension pots from these people. Thank you so so much.
