Savings and Investments

Personalised recommendations to grow wealth

A family of five walking along the beach at sunset, with ocean waves in the background. The adults are carrying children, and the children are holding hands.

Beating inflation, growing your wealth, and securing your long-term financial future are just some of the reasons people choose to invest. Unlike savings alone, investing offers the potential for higher returns, helping to protect your money from the erosion of buying power caused by inflation, so it can continue to work harder for you as you save towards life’s important milestones.

What are your long-term financial goals? Whether you’re looking to start investing or want a review of your existing investments to ensure you’re on track, get in touch to see how we can help.

Helping you…

Our Wealth team


  • Geraint Davies

    Independent Financial Adviser

  • Sam Williams

    Trainee Financial Adviser

  • Michelle Shaw

    Advice Team Supervisor

  • Caroline Clement

    Financial Administrator

  • Joanna Heap-Diaz Garcia

    Financial Administrator