Savings solutions and investment advice

You work hard to build up your savings and it’s important to make sure they are working effectively.

Whether you are investing with a specific goal in mind or simply want to ensure that you make the most of your available capital, investment planning has a very important part to play. We advise on the following areas:

  • Lump sum investments
  • Regular savings plans
  • Individual savings accounts (ISA’s)
  • Guaranteed/protected investments
  • Offshore investments
  • Trust investments
  • Corporate investments
  • Inheritance tax planning

Why come to us for advice on savings and investments

At Gibbons Wealth Management we understand that each investor is different and our approach to savings and investments planning is bespoke and tailored for you and your circumstances.

We all have a different view on how much risk we are prepared to take with our money and establishing this risk level is fundamental to constructing a suitable investment strategy and portfolio for every individual investor.

If you are considering investing or already have investments that need reviewed, we can advise you on this and help you to invest in products which suit you and your needs in a tax efficient manner.

Speak to an independent financial adviser in Cumbria

Whichever area you wish to consider, a quick call to arrange a meeting with one of our independent financial advisers will help you to select the right product or products for your needs. Not only that, we’ll take care of the paperwork too and deal with the providers on your behalf. Contact us »

Please note that past performance is not necessarily a guide to future performance and the value of investments may fall as well as rise.

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Authorised and Regulated by The Financial Conduct Authority under reference number 848978.
Registered in England and Wales. Registered number: 11735891.
Registered office address: Carleton House, 136 Gray Street, Workington, Cumbria, CA14 2LU.

© 2021 Gibbons Wealth Management Limited.