‘All I ask is the chance to prove that money can’t make me happy’
Spike Milligan

Many people find the array of saving and investment products available today to be completely bewildering. You want to get the best return you can but you also need to feel comfortable with the level of risk you are accepting. You need to know how available your funds are in the event that you need access to them.

Our advice can help to review your objectives and aspirations - and we will recommend the products that we feel are the most appropriate for you. We can also advise on the tax implications of any proposed investments.

Whether you want to save a little each month or invest larger amounts for your future, we have products to suit different needs and objectives.

Tax efficient returns

An important consideration is to invest tax-efficiently, We provide advice on all plans that benefit from tax breaks such as:
  • Cash ISA’S
  • Stocks and Shares ISA’s *
  • Collective investments *
  • Pensions *

Saving For a special Event

Regular savings plans are designed to cater for individual needs and objectives, and to help you save for something special. Such as:
  • A Special Holiday
  • Wedding
  • Car

Investing for children

Saving early for your children can make a real difference to their lives, and open doors for them that would otherwise stay closed.
  • School Fees
  • University
  • First Home

For more information regarding Funding Education, click here

For further information on how to save for the future ring 01772 203 222 or email us.

* The value of investments and income from them may go down. You may not get back the amount originally invested.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Tax planning is not regulated by the Financial Conduct Authority.

Bronze Service Option

A Bronze Service client is seeking advice on a one off basis and does not wish to have any ongoing service or advice commitment from Elementum at present.
Read more about this option.

Silver Service Option

A Silver Service client will seek occasional advice and wishes to have ongoing contact without the need for regular reviews.
Read more about this option.

Gold Service Option

A Gold Service client requires an ongoing, full financial planning service with regular financial reviews.
Read more about this option.

Platinum Service Option

A Platinum Service client has significant investments and/or sophisticated needs requiring an in depth planning and advice service.
Read more about this option.