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Investing a Lump Sum
Whether you are looking for growth of capital, reliable income or both, we can arrange a suitable portfolio of investments that is just right for you. Because we are independent, we not only help you find the right investment plans but also find the companies with the best products from the huge variety on offer. To ensure that your investments are well invested, and continue to suit your requirements, we'll arrange regular reviews.


Regular Savings
Most of us know that we should be saving more from our income than we are. With the level of  State pension benefits reducing all the time, self reliance is becoming the order of the day. We can tailor a savings portfolio to match your long term needs, whether for retirement planning, school fees, or saving for your children or a rainy day.



Life Assurance & Income Replacement
Ample life assurance cover does not need to be expensive. For only  a few pounds a week a substantial family protection policy can be set. It will probably cost less than your annual car insurance. Have you considered how you would cope in the event of disability or prolonged illness? Do you have any income replacement insurance? Do you know how small State benefits are? We can advise you on suitable cover.



Portfolio Management

As specialists in the area of investment portfolio management, we offer a comprehensive service. We construct portfolios on an individual basis and then monitor your investments and arrange regular reviews to ensure that you hold the most suitable funds from across the whole market place. Take advantage of our 35 years experience in this area.

CLICK HERE FOR OUR ENQUIRIES PAGE and we’ll respond as quickly as possible.
Paul Hipkiss, Independent Financial Advisers
7 Bampton Street, Tiverton, Devon, EX16 6AA
Tel: 01884 254726, Fax: 01884 258641
 
Authorised & Regulated by the Financial Services Authority