Whether your priority is improving your lifestyle or attaining financial security, we’ll help you create wealth that can provide funds for your short, medium and long term needs.
Unit trusts & OEICs (Open Ended Investment Companies) provide an alternative to investing directly into shares, as you invest collectively with other individuals into investment "funds".
Funds can invest in UK & International equities, government & fixed interest securities and commercial property. They may also focus on specialist investment sectors such as technology or socially responsible enterprise.
Talk to us to find out how they might work for you.
La Playa: Investing with Intelligence
Godfrey L, Private Client