Investment Planning
Make your money work harder
Create a clear, tailored strategy to grow your investments and reach your goals – all explained in plain, easy-to-understand terms.
Invest with confidence
With the appropriate advice, investing can be straightforward and rewarding. Whether you want to build a nest egg, generate an income, save for a big milestone, or leave a legacy for your family, we will help you make smart, confident decisions.
We will guide you through tax-efficient products and the wide range of funds available – cutting through the jargon and giving you clear advice so you can invest with peace of mind.
And because life changes, we can keep your plans under review to ensure your investments stay aligned with your aspirations.
How we can help you
Stay in control with clear, unbiased advice across the full range of investment options.
Portfolios for growth and income
Create a personalised investment strategy designed to balance risk and reward in line with your goals.
ISAs
Grow your savings within a tax-efficient wrapper.
Junior ISAs
Give your child a head start with a savings plan they can take over later in life.
Investment Bonds
A flexible way to invest a lump sum for the medium to long term – available in both UK-based and offshore options.
Units Trusts
Invest for the medium to long term with opportunities for growth and/or income.
Our Services
- Investment Planning
- Retirement Planning
- Protection Planning
- Tax and Trusts
- Equity Release (Lifetime Mortgages)
- Mortgages
Why choose us for your Investment Planning?
- Unbiased advice – As independent advisers, our recommendations are always based on what is best for you.
- Whole-of-market access – We search across providers and products to find the best fit for your needs.
- Support every step – We can help you design, monitor and adjust your investments so they keep working for you.
- Industry expertise – With years of experience, we will shape every recommendation around your goals, timeframe and risk appetite.
- Local and approachable – Based in Uppingham, we are here for face-to-face conversations, as well as phone or email — whichever suits you best.
Ready to plan your future?
Come in for a chat or get in touch in a way that is convenient for you.
You will find us right in the heart of Uppingham, in the beautiful county of Rutland. We welcome clients from across the surrounding areas – including Stamford, Peterborough, Bourne, The Deepings – and further afield.
