Savings & Investments

Independent advice on tax efficient Investment

We can advise you on the most tax efficient investment to suit your own personal circumstances, whether that is by regular contributions or lump sum investments.

Savings & Investment planning

Whether you are looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being. Working hard for your money and then not knowing how to hold it or invest it confidently is a common problem. People worry about committing their finances to any one area and end up doing nothing with their assets, resulting in a lower yield and a less effective use of money.

Our advisers help you make confident decisions about your money. We can apply our many years of experience to help you source and manage your investments effectively. For many clients we simply review their existing investment arrangements. Often they  wish access to a wider range of investments or no longer wish to deal with the day to day running of their investment portfolios.

We advise all areas of savings and investment options, and these include ISA, unit trusts and investment bonds both onshore and offshore and we use the whole market to find the best options that will suit you personally and will look to take the inconvenience out of the financial planning process.

Benefits include:

  • Advisers in all areas of finance & investment planning
  • Hassle free advice
  • Flexible & friendly team
  • Ongoing plans or financial advice for investment planning
  • No obligation free first meeting consultation

Acclaimed’s savings & investments advisers will tailor all our recommendations to your specific circumstance. As with any area of financial advice or planning, there will be so many factors at play – from your appetite for risk to the amount you have available, personal goals and timescales, as well as regulations and taxation. Acclaimed’ s Advisers are best placed to provide factual and helpful advice.

  • Individual Savings Accounts (ISA)

  • Investment Bonds

  • Offshore Investment Bonds

  • Open Ended Investment Companies (OEIC)

  • Unit Trusts

  • Cash Deposits

Our services

Other services we offer

Insurance Protection

Financial protection for you and your family

Retirement Planning
Retiement Planning

Independent advice on business protection

Independent Tax Planning Advice from Acclaimed Independent Group
Tax consultancy

Guidance on minimising your tax burden.