Investments: How do you choose from the bewildering range of savings and investment vehicles available to the investor.

The right investment portfolio should reflect your tax position and align with your attitude to investment risk.

Are your investments stuck in poor performing deposit accounts struggling to keep pace with inflation?

There are so many different ways to make your money grow and investing/saving can be the most financially rewarding.

The right investment portfolio should reflect your tax position and align with your attitude to risk. It should further meet your requirement to generate income, growth or a combination of both.

Where requested we will conduct a detailed personal review of your current financial position, aspirations and objectives. We will assess all of the above factors with you before making recommendations and we will meet on a regular basis to review and ensure your objectives are being met.

We are an independent financial advisor offering impartial advice tailored to your requirements. We are based in Newport and also cover Cardiff and Swansea.


Some of the main savings/investments available are:

> ISA (Individual Savings Plan)

> Unit Trusts

> Investment Trusts

> Investment Bonds

> Savings Plans


There are a wide range of cash/deposit based accounts, including Fixed Rate Bonds, term & Notice Accounts. Easy access accounts, National Savings & Investment Accounts including Premium Bonds.

We will discuss your savings & investment needs and match your investment goals to your attitude to investment risk and formulate a plan to achieve your objectives.

There are many other ways to make your money grow and we are here to provide you with all the information you need to make an informed decision about where to invest your hard earned cash.

If you require more information please call us on 01633 246246 or use our contact form

The value of investments and income from them may go down. You may not get back the original amount invested.