Investment Planning

Our expertise can help you make the most of your savings.

There are thousands of investment options, let us tailor a tax efficient solution for your circumstances.

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Expert investment advice
Whole of market investment opportunities
Investment planning and strategies
We take care of all the paperwork
We make investments easy and painless

Investment Options

We can help you choose the right investment, whilst using our experience to maximise gains and limit tax liabilities. Some of the available investments we offer are:

Stocks and Shares ISA
General Account (GA)
Onshore / Offshore Bonds
VCT / EIS / SEIS

After gaining a good understanding of your financial position and attitude to risk, we will build a plan to suit your needs over the long term.


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Why Choose Finance Shop?

Qualified advice for individuals
and businesses
Access to the whole market
Ongoing reviews and monitoring
Tax efficient advice

If you are looking to invest for the first time, or have a number of investments that you feel could be doing better, we will use our expertise to establish the most appropriate solution for your needs and crucially, the right level of risk for you.

Arrange a Meeting

 

Our Track Record

With our own Wealth Management team headed by our Chief Investment Officer, Andy Parkes, we can keep a close eye on our client’s investments. We regularly keep clients on track by reviewing investments and making recommendations. We have:

Over 200 Years

of investment experience

Over £750m

of assets under management

294%

portfolio growth achieved since the launch of our APM service*

To discuss your investment goals with one of our Advisers please call 01603 595960 or complete the enquiry form below.


* Figures used are for the Global Opportunities Portfolio, from 1/11/2008 until 30/9/2023.

Fees

Any initial meeting to discuss your investments is under no obligation and held at our expense.

There will never be any hidden costs and you will always be told what the fees are before you sign anything.

All fees are dependent on individual circumstances, so we will discuss these with you during your meetings with one of our Advisers.

 

"Very professional organisation. All transactions handled in complete confidence, and extremely pleased with investments made. Would have no hesitation in recommending the services of Finance Shop."

Jill B

"Finance Shop has always provided me with full and helpful investment advice, ready to take the time to explain all possibilities and outcomes; a very professional but also friendly service. many thanks for the years of support."

Barbara L

"If it were not for Finance Shop I doubt I would be looking forward to a sound financial retirement."

Stephen L

"Finance shop is and has been our preferred advisors for over five years. We have always found them to be efficient, approachable and reliable. They have supported our business and our clients in many ways, and are willing to answer questions quickly and honestly in plain language."

Steve Pye & Co

Important Information

Past performance should not be used as a guide to future performance. 
The value of units and any income from them can fall as well as rise and is not guaranteed.

 

Contact Us for Investment Advice

Complete the form below to book a meeting at our expense or call us on 01603 595960.