Saving & Investment Advice

We regularly provide our clients with both savings and investments advice. The main types of savings are Instant Access, Cash ISAs, Notice and Fixed Term accounts, and National Savings (NS&I). There is one organisation that offers a £1 million Investor Protection Scheme.

We’ll ask a variety of questions, so we can ascertain which is best for you.

Savings & Investments - Key Questions

  1. Are either you or your spouse a non-taxpayer?
  2. Have you ever transferred a Cash ISA?      
  3. Would you be prepared to change your bank or savings accounts for a better return?
  4. Have you used all the tax-free savings allowances available?
  5. Where can I put my savings so they benefit from more than the FSCS £85,000 Investor Protection?

With investments you are generally putting money away for the longer term, usually in schemes or funds based on the stock market.  Here we will advise you on where to invest, and match the investment with your own personal attitude to risk. We’ll also advise on what is called the ‘tax wrapper’, for example an investment in an ISA, and the likely effects of life expectancy and inflation on your investments.  

We’ll also keep you informed on how your savings and Investments are doing with an annual review service.  

If you're looking for saving and investment advice, throughout Shrewsbury, Shropshire and the Midlands contact ben@portland-fp.co.uk or call 01743 365 813.

Ben Walters (DipFA MIFS) Principal, 95 Highfields, Shrewsbury, Shropshire SY2 5PJ

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