Solutions to help you achieve successful financial growth

There are many reasons why you may wish to consider investing. Perhaps you’re saving for a once in a lifetime purchase, or maybe you wish to make funds already accumulated work harder. Perhaps it’s simply a component of an overall financial planning strategy.

Whatever the reason, trustworthy wealth management advice and constructing the right investment strategy, are fundamental elements in securing your future financial well-being. Whether you are looking to invest for income or growth, or perhaps even both, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.

Investment Services

Junior ISAs
Investment Bonds
Unit Trusts
Offshore Investments
Portfolio Management Service

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Our wealth management services are provided by our award winning sister company, Cooper Associates Wealth Management.