Savings and Investments
Personalised recommendations to grow wealth
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
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Geraint Davies
Independent Financial Adviser
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Sam Williams
Trainee Financial Adviser
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Michelle Shaw
Advice Team Supervisor
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Caroline Clement
Financial Administrator
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Joanna Heap-Diaz Garcia
Financial Administrator