Savings and Investments

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. 

Inheritance Tax planning is not regulated by the FCA

Couple with laptop.Whether you are saving for a specific goal, or just want the savings you already have to work harder for you, we can advise you on what to do.

At First4Finances we firmly believe it is paramount that you receive the right advice to meet your needs and objectives throughout your busy life.  We strive to ensure our clients are confident their money is in safe hands.

If you are saving with a specific goal in mind or just accumulating funds for a rainy day you can be sure we are able to help you. We will build an investment portfolio to suit your financial needs.

We can use a wide range of savings and investment vehicles and offer you advice in many areas including:

  • ISAs
  • Stocks and Shares ISAs
  • Unit Trusts
  • OEIC
  • Investment Bonds
  • Inheritance tax planning


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