Investment services for your clients
Investment services for your clients
Save & Invest works with professionals such as solicitors and accountants to help them provide a full service to their clients
There are many occasions when a trusted adviser may need input from an investment or financial planning expert.
We have helped people who have sold their business to develop an investment strategy that was integrated with the legal and tax advice that they were receiving from other professionals. This approach allows the key adviser to retain their relationship with the client whilst offering a comprehensive solution.
We work with family lawyers to build investment solutions, often involving trusts, as wealth passes to the next generation.
talk to us about
Investment services for your clients
Authorised and regulated by
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
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
www.financial-ombudsman.org.uk