A skilled team of independent investment advisers.
Our Story
Making investment and financial advice accesible.
Save & Invest started in 1985 with investment shops in Glasgow, Manchester and Edinburgh.
Individuals with little or no financial experience could walk in and receive friendly expert advice. Things have changed in the decades that have followed but we are still innovating and committed to independent, high quality advice.
A service built on experience
"At Save & Invest we provide a professional service with no allegiance to any asset management group or financial institution. We align our interests with those of our clients through our fair charging structure and complete independence."
As one of the longest established firms in the sector, we have seen the ups and downs of the last four decades and experienced all market conditions. We helped clients during the stock market crash of 1987, the dotcom era, the Gulf war, the 2008 financial crisis and the Covid pandemic.
Our skills, knowledge and investment approach have helped clients successfully navigate some very uncertain market conditions.
We have a range of skills and specialisms across our team which we bring together to meet the needs and circumstances of each individual client.
.jpg)
Investor Tools
Keeping our clients informed and in control.
Our in-house IT development team developed a bespoke online valuation and dashboard: Wealthpro is very user friendly and all of the information is presented clearly and concisely.
It allows our clients to quickly and easily see the current value of all of their assets. It provides an at-a-glance summary of the their portfolio, along with more detailed information and analysis.
Career Opportunities
Join a forward thinking firm with a proactive ethos and commitment to team working.
We provide a supportive environment in which staff can develop their skills and careers.
Current vacancies are detailed below and we welcome speculative applications from people who are dynamic, enthusiastic and motivated.
We are looking for qualified advisers, investment analysts with specific experience in the private client sector, diploma qualified paraplanners, especially those with compliance experience.
the Financial Conduct Authority(FCA)
Registered in Scotland No. SC113651FCA
Registered no. 144940
The Financial Ombudsman Service is available to sort out individual complaints that clientsand financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit the FOS website