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Investments
The basis of investment is using money to make more money. And the idea of having more money, as well as protecting what we’ve already got, appeals to almost everyone.
Our approach to investment advice is based on an understanding of your goals and how much risk you’re prepared to take.
For further details of this process please refer to the Openwork investors’ guide (“Making More of Your Money”) here.
We can introduce you to excellent world wide investment opportunities drawn from some of the UK’s leading fund managers. Their funds are carefully researched to identify those we consider to be recommendable.
So wherever you decide to invest, and whether it be with a lump sum or regular savings, you can be sure your money will be in professional hands.
We are always available to discuss the progress of your investments and we’ll also keep matters under regular review and adjust plans for changes in your circumstances. If desired we can arrange for you to have online access to your investment portfolio so that you can see latest information about your plans.
Individual Savings Accounts (ISAs)
Unit Trusts & OEICs
Investment Bonds
Structured Deposits
Tax Advantaged Products