Chillingstone House,
26 Eastwood Road, Rayleigh, Essex, SS6 7JQ
t: 01268 749 880

Savings & Investments

Whether you are looking for low risk or high risk investments, an income stream or want to benefit from our renowned Discretionary Premier Investment Monitoring Service (D-PIMS), our team of experts are standing by and ready to help you in the most tax efficent way possible.

We never encourage you to take more risk than you need and we will not put you into inappropriate, illiquid investments as there are more than enough conventional products and services in the market place for us to provide a solution to your investment needs.

We believe inflation will be a significant problem over the coming years, but interest rates will almost certainly remain very low. It is therefore vital to seek advice to obtain returns over and above inflation, which are tax efficient and appropriate for your own personal risk profile and circumstances.

If you are not looking for high risk but want to beat cash deposit returns, take a look at D-PIMS 1 and 2. If you can invest for the longer term and can stand some moderate swings in value try D-PIMS 3 and 4. Alternatively, if short-term fluctuations are not a problem and you want to try to capture the returns from long-term global growth D-PIMS 5 and 6 could be the best options for you.

Please be aware that the value of investments can fall as well as rise. Past performance is not necessarily a guide to future performance.

To find out how we can help you, call us on 01268 749880 or click here