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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Investments & Savings Planning Financial Advice

We cover all types of investments from savings accounts to large share portfolios. We first look at what you have and what you are trying to achieve. We try to ensure that matters are simplified and then managed on an on-going regular basis, always working in your best interests.

Areas of Investment Financial Advice we specialise in:

  • Savings Accounts
  • National Savings & Investments
  • ISAs
  • Unit Trusts and OEICS
  • Onshore and Offshore Bonds
  • With-profit investments
  • Investment Trusts
  • Structured Products
  • Exchange Traded Funds
  • Enterprise Investment Schemes
  • Venture Capital Trusts

Remember that the value of investments, or income from them, may go down as well as up. The levels and bases of taxation as well as reliefs from taxation are subject to change as UK legislation and regulations and the UK tax regime are amended from time to time; and any content on this site referring to such legislation, regulations or tax regime may not take recent changes into account.


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