Save and invest, financial planning
Taking the decision to save and invest your money is an important step towards achieving your future goals.
Save & Invest: The key to achieving your financial goals
With the right professional advice, you can make your savings work harder and feel confident that our advice and recommendations are geared towards getting you the best possible results.
Our straightforward guide on saving or investing highlights some of the key considerations when deciding between saving and investing and which combination is right for you.
We provide 'whole of market' independent financial advice.
- the full range of ISAs including Cash ISAs, Stocks and Shares ISAs, Junior ISAs (JISAs), Help-to-buy ISAs, Lifetime ISAs (LISAs)and other forms of tax-free investing
- investing for income aimed at providing you with a regular source of funds
- portfolio planning as part of an investment strategy tailored to your financial goals
- discretionary fund management helping you build an investment portfolio that is aligned with your risk appetite. And as we’re not tied to a single provider, we can search the whole market and recommend the best DFM for your circumstances.
- investing in tax-efficient vehicles such as Venture Capital Trusts, Enterprise Investment Schemes and the Alternative Investment Market
- ways to limit your inheritance tax liability by careful planning including inheritance tax trusts, lifetime gifts and making a will.
Our independent financial advisers are also trained in providing advice to vulnerable clients and adhere to the CII code of ethics as part of our Corporate Chartered Financial Planner Status.
We’re here to help
To find out more, give us a call. We offer a free consultation and can meet you face-to-face, virtually or in your own home, whichever is best for you. Tell us what you want to achieve and we’ll let you know how we can help.
Our independent financial advisers are based in:
- Cambridgeshire: Cambridge
- Essex: Brentwood, Chelmsford, and Saffron Walden
- Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in UK.
Call our financial specialists for a FREE initial consultation on 0800 013 1165
Talk to an expert
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Toni Chalmers-Smith
Wealth Specialist, Wealth Management
Bishop's Stortford office
Meet Toni -
Adrian Ostler
Financial Services Manager, Wealth Management
Cambridge office
Meet Adrian -
Kieron Willis
Senior Wealth Planner, Wealth Management
Bishop's Stortford office
Meet Kieron -
Neil Matten
Wealth Planner, Wealth Management
Cambridge office
Meet Neil
See what our customers say about us
Susan Smith
Braintree
Tees patiently explained everything in detail, in language that is easy to understand. They offered an excellent professional, honest, trustworthy and friendly service.
