Investments managed for growth

Investing carefully is key to ensuring that your wealth grows with your ambitions, providing you with confidence in later life and leaving a legacy for your loved ones. With funds subject to falls as well as rises, our independent and chartered advisers can provide you with solid advice guided by an in-depth knowledge of the market.

Make investments work harder

A degree of certainty in an uncertain world

The most common concern that our investors raise with us is around losing their hard-earned money. We all know that the value of investments can fall as well as rise, and every sensible investor will seek out funds that can combine a degree of predictability with a healthy return on investment. But how do you know your particular investment strategy is giving you the most favourable deal – in terms of costs as well as returns – and therefore best meeting your plans for later life? 

Our team recognises these concerns and will talk to you honesty about your plans for your finances, what you want to achieve and – most importantly – how the plan of action  we recommend will optimise the results you’re looking for. All their calculations and reasoning will be explained in jargon-free language, and costs will be outlined upfront.  

Their insights and extensive knowledge of the investment landscape mean our financial advisers can provide independent professional advice on where to best place your money. Find out what this could mean for your future and get in touch today.

Investment advice targeted for future growth

We recognise that no two individuals are the same, and that everyone will have their own priorities, circumstances and visions for the future. Our approach is to work with you to develop a strategy specifically tailored to you and your financial objectives for the medium and long term.

Have you ever had someone sit with you to help you examine your personal goals, your attitude to risk and the potential of your current wealth? We recognise that it’s vital to listen carefully to everything you tell us, and then work proactively to calculate the steps you need to take. Once this is clearly mapped out, with your consent we’ll set the wheels in motion.

To make sure that you stay on track to achieve the goals your investments are working towards, we’ll conduct regular reviews that take into account any changes in your personal circumstances as well as the way the markets are performing. Your investments should be continually working for your benefit, and it’s our job to keep it that way.

Tax efficiency through investments

Did you know that investing for children and juniors, while enabling you to pass on your wealth, can also be an effective way of helping to reduce Inheritance Tax? Junior ISAs, trusts and junior investment accounts can all help to protect your assets and achieve future growth for the next generation.

 

The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.

Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.

An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.

The inside track

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