Savings and Investment
Investment Planning
Our aim is to help our clients understand their investments better. Our independent status ensures that our experienced advisors are unconstrained in recommending the best savings and investment options. We work with a wide range of clients at different levels and stages of investment.
The value of the investment can go down as well as up and you may not get as much back as you put in.
We analyse the performance of a wide range of investment funds across the financial services market. Another one of the big areas we help our clients with is maximising the tax efficiency of their investments.
We also deal with clients who wish to start building up money through regular savings.
We aim to guide you through the investment maze and offer refreshing solutions to help you with your investment decisions.
The type of investments we can review are:
- Individual Savings Accounts (Both Investment and Cash ISA’s)
- Unit Trusts and Open Ended Investment Contracts (OEIC’s)
- Onshore and Offshore Investment Bonds
- Deposit based savings (Banks and Building Societies)
If you would like us to help you with your existing investments or wish to start investing please click here.
Pure Financial Services Ltd is an appointed representative of Mint Financial Services Limited which is authorised and regulated by the Financial Services Authority. Mint Financial Services Limited is entered on the FSA register www.fsa.gov.uk/register/ under reference 217742.
