Head Office:
119 George V Avenue
Worthing
West Sussex
BN11 5SA

Tel: 01903 527000
Fax: 01903 505512

Wealth Management

Savings require effective management. Choices need to be made between income and/or growth. What returns and guarantees are expected? What is the clients risk/reward profile? The answers will determine the most suitable investment strategy and asset allocation.

Financial furniture generally available:

Pensions
ISA’s
PEP’s (advice on existing)
Investment Bonds
Unit Trusts/OEICS
Deposit accounts (Bank and Building Society accounts)
National Savings
Offshore Investment
Enterprise Investment Scheme
Venture Capital Trusts