What are you saving for?

Depending on your circumstances you will have a differing view on what saving and investments mean. For some the idea of saving will be to put money in a bank deposit account on a regular basis. This could be savings for a house deposit, a wedding, a new car, to pay for your holiday, or simply to build up a fund for a rainy day.

For some the idea of saving and investing is to put money away for the long term to help build your wealth. This is where investment planning comes in, with a wide range of options available to help you achieve the returns you are looking for.

  We can help you manage your investments so that you can enjoy peace of mind.

Expert Advice

expert Investment advice

Company founder Andy Brown has been successfully helping clients invest their money for over twenty years. He has been an investor and adviser through many rises and falls in the stockmarkets, including the 2008 crash.  

Throughout this time he has guided clients to help them make the most of their capital, and also encouraged them not to panic when things are not going so well.

His objective is to ensure that when you invest that you do so in a fully informed manner and in a way that suits your individual goals and approach to risk.

Saving and investing advice

A great deal of choice

Investing your capital can be a daunting prospect. There are a myriad of options; ISAs, Unit Trusts, Investment Bonds, Offshore investments, Individual Shares. The list goes on.

Our goal is to help you understand the options available to you, to present these options in a clear way, take advantage of all of the tax efficient savings vehicles available to you and ultimately to help you grow your wealth through appropriate recommendations.

We are completely independent and have no restrictions as to the products and companies we can recommend.  We can build a portfolio with you or provide complete Wealth Management solutions through working alongside Discretionary Fund Managers.

We are happy to answer any questions you have so please feel free to get in touch.

Local to you

LOCAL TO YOU

We are based in Trowbridge, Wiltshire and serve the local area including Bath, Frome, Warminster, Calne, Corsham, Westbury, Melksham, Devizes, Chippenham, Bradford on Avon and the surrounding villages.

We can provide you with independent investment advice in your own home or a place that suits you at a time that fits in with your lifestyle.

The initial consultation is provided at no cost to you and we can use that time to explore what is important to you.