Whether you are a veteran investor or simply wondering if investment is right for you, we can help.

Our dedicated financial adviser will assess your needs and put together an attractive investment portfolio in line with your long-term financial objectives and appetite for risk. We are happy to consult on a single issue, or take the big picture view of your financial profile, and put together a comprehensive plan to help make the most of your money.


We often advise clients on their investments at important stages of their life and career;

  • In receipt of new money from a business sale 
  • Inherited a family members estate 
  • Approaching retirement 

*The value of investments can fall as well as rise. You might not get back what you invest.

For more information on investments, contact call 0161 477 2474.