Investments & Savings

The options available for investments are widely varied and the risks associated to these investments are the same. Once we have established your preferred risk appetite we will recommend the most suitable product to meet your requirements. 

We have investment opportunities for both individuals and companies to match risk and reward.

As part of our service we will also consider the benefits of utilising the most appropriate investment wrapper for your needs. This could be an ISA (Individual Saving Allowance), onshore bonds, off-shore bonds, venture capital trust (VCT), enterprise investment schemes, government backed cash based national savings & investments and direct shares to name a few.

Advantage Wealth Management is a truly independent financial advisory firm. We are ‘Whole Market’, that is, we are not engaged with, or committed to, particular products. We are free to assess the best product to meet your needs, from any provider.

Part of our regulatory requirements is to maintain continuous professional development and our key focus in this area has been to attend investment related learning events. This means that we stay up to date with all investment strategies and trends. We enjoy keeping in close contact with fund managers to ensure that we are well informed on expected changes in the marketplace.

Combined, this level of detail and dedication allows us to continue to deliver the results that set us apart.

Please contact us to discuss the investment products and strategies best suited to your needs.