Savings and Investments

Making sure your money is safe, secure and growing at the best possible rate is the key to financial planning, and here, you’ll find key information about savings and investments.

The financial advisors we work with are experts when it comes to ISAs, bonds, unit trusts, stocks & shares and more, and they can help you make the right investments.

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ISAs Explained

New to Individual Savings Accounts or unsure which product types are available? Our comprehensive ISAs overview guide is the best place for you to start!

Investment ISAs

Investment ISAs act as a tax-efficient wrapper for your stocks and shares, and the independent financial advisors we work with can help you get the best possible returns.


Bonds are IOUs issued by governments, businesses and other entities, and they can help you earn income from your investments via interest payments

Lifetime ISAs

Lifetime ISAs are tax-efficient investment accounts for those who are building a retirement fund or saving up their cash to buy a property.

Cash ISAs

Quick and easy to set up, a cash ISA can be a great way to generate interest-free returns on your savings if you prefer to avoid the risk of capital loss.

Junior ISAs

Junior ISAs are savings accounts that parents or guardians can open to give their child a financial headstart when they reach adulthood.

Unit Trusts

Unit trusts are a quick and easy way to benefit from professional fund manager expertise. Find out how you can reap the financial rewards they offer

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