9 Pye Corner
Rogerstone
Newport
NP10 9ES

Financial Protection

Retirement Planning

Retirement planning is much more than simply starting or increasing a pension plan More › ›

Savings & Investments

Mortgages

At any one time, there may be over 1500 different mortgages available.. More › ›

Other Services

We offer general insurance & a will writing service. More › ›

Savings and Investments

There are many types of savings and investment, each having different structures, different tax treatments and implications for the investor.

Some of these are Stocks & Shares, Deposit accounts, Gilts, Insurance Bonds, PEPS, Tessa’s, ISA’s, Endowments, Annuities, Unit Trusts, Investment Trusts, etc.

Most people would like to have an investment which is both safe (they cannot fall in value) and which offer high returns. Unfortunately the two requirements don’t go hand in hand. If you see any advertisements that make such claims, we would recommend that you tread carefully.

Sound investment planning starts with understanding what your investment aims are. Next it is vital to establish what your attitude to investment risk is. This area is vital for sensible investing and we will help you determine an investment strategy appropriate for your needs and the investments best-suited to your investment attitude and tax position.

We can discuss with you what YOUR aims are and recommend suitable ways to help you achieve those aims.