Investment advice in Colchester, Essex

As independent financial advisers, we provide quality, fee based investment advice with a range of services designed to keep you up to date with your plans. We specialise in providing investment advice and work closely with clients to put together investment portfolios that manage the risks you take, but also create decent long-term growth or income.

What's more, clients who receive investment advice from us get the opportunity to receive the Portfolio Management service. This report gives you a detailed review of your investments, and allows us to recommend any changes to your plans.

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Information on investments

We have provided a range of free factsheets on investments. See below for details:

• Investment risk
  Assessing risk is vital in the investment planning process. Click here to find out how we do it.
  
  
• ISAs
  Individual savings accounts (ISAs) are tax-free wrappers into which you can save your money, through cash or shares. Click here for the factsheet.
  
  
• Fund supermarkets
  Fund supermarkets allow you maximum choice of investment funds, meaning you have a much better chance to get better fund performance. Click here for this factsheet.
  
  
• Investments for children
  This leaflet explains the main options when investing money for children. Click here to find out more.
  
  
• Regular savings
  This leaflet explains the options open to you if you want to save regularly. Click here to download the factsheet.
  
  
  
• Sudden wealth
  Sudden wealth can be a major issue - for example if you inherit a large amount of money. This leaflet explains how we can help.
  
  
• ISAs v pensions
  This leaflet explains how ISAs and pensions compare, and gives advantages and disadvantages for both. Click here to find out more.

• Ethical investment
  Some people prefer that their investments do not place money into areas which offend their social, moral or religious beliefs. Ethical investment seeks to ensure this is avoided. Click here to view the factsheet on this area.
  
  
• Portfolio Management service
  Our Portfolio Management service seeks to review your investments to ensure maximum returns, while managing investment risk. Click here to find out more.

Click here to contact us for investment advice.