Savings & Investments

Savings & Investments

Where should I save my money? How can I achieve financial security? What about the risk? What about tax? These are just a small number of questions that many people ask themselves when thinking about their savings and investments.

There are many savings and investment products available on the market whether you wish to invest a lump sum or on a regular basis. These products have a variety of features and benefits that all need investigating to establish which best meets your needs. We take pride in helping you through this journey and to make the right decision for your individual circumstances to help you achieve your goals.

There are many elements to consider when looking into your savings and investment options, including the affects of income tax and capital gains tax.

At Invest Southwest Bristol we will discuss your short, medium and long term goals and ensure our recommendations are tailored to meet your specific needs. With our tried and tested systems and processes we will help you find the best savings and investment products from the best providers.

Please take a look at our Investment Philosophy document, which details our approach.

We pride ourselves on being Independent Financial Advisers which means you will receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the entire market.

  • Investing for growth
  • Investing for income
  • Regular savings
  • ISAs
  • Investment Bonds
  • OEICs

You are welcome to contact us to book your free initial consultation. For your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

The value of investments can fall as well as rise. You may get back less than you invest.

Note; The Financial Conduct Authority does not regulate tax advice.