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Investment advice

Expert investment advice tailored to you

Your life goals rely on you protecting and growing everything you’ve earned. Which means that investing is likely to play a critical role in your financial strategy.

An investment plan needs to start with understanding your objectives, your attitude towards risk, the level of returns you expect and your long-term goals. We will work with you throughout our relationship with you, we keep checking back in, making sure your plan is delivering and getting you closer and closer to the future you want – and adapting it as your needs change.

Our advice is personal, expert and effective. We’re here to create the clarity you need to have confidence in the future.

Why invest with us?

As well as developing a close relationship with your adviser, you’ll be able to access our in-house team of 70+ experts. They’re here to support you with a range of investment options including:

  • Segregated portfolios
  • Direct investments
  • Third-party funds
  • Our bespoke services

We can also advise on tax-efficient and specialist investments.

We’re one of the largest, most established investment management providers in the UK. So you can be confident that your investments are working as hard as possible towards your goals.

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Speak to us
For more information about our Investment Advice Service call us. Calls may be recorded.

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.