Savings & Investments

Investment solutions

Along with tax, the underlying investment and its associated risk are at the top of the list in their importance to us in planning to meet your needs. We consider a wide range of factors before proposing a bespoke solution to meet each aspect of your requirements.

Central to our thinking is the ability preserve capital and make investment gains in all investment conditions and economic environments. Great emphasis is put on minimising the costs of providing these solutions – looking after the marginal costs over many years can have a profound effect on long term returns.

Our core investment solution offers a method that combines capital protection with market beating returns. In addition to these core services we will consider a wide range of specialist options allowing us to allocate smaller parts of your wealth to specific and niche areas of growth and income potential.

We ONLY offer investment advice on the principles of collective fund investment but can tailor any of your investment wrappers for you to make individual stock selections.

Types of investment and the wrappers they apply to:


Tracker Funds


Exchange traded funds (ETFs)

Absolute return

Global macro

Specialist funds


Onshore bond

Offshore bond

Childrens ISAs

Unit trusts


Cash deposits

Structured investments

National savings (NS&I)

Alternative investments



Investment Solutions by Bigmore Associates

Today, we offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances. You can find us listed on many reputable financial directories such as , and

Bigmore Associates is authorised and regulated by the Financial Conduct Authority.

Talk to us about:

Pension transfers
Pension savings
Stakeholder pensions
Occupational pension transfers
Self Invested Personal Pensions (SIPPs)
Retirement annuities
Impaired life annuities
Income drawdown
Group/Company Pension Schemes
Commercial Property Finance
Development Finance

Lifetime Mortgages
Buy to Let mortgages
Residential mortgages
Endowment reviews
Life assurance
Critical illness
Shareholder protection
Keyman assurance
Mortgage protection
Private Medical Insurance
Structured investments
Cash deposits

National Savings & Investments
ISA savings
OEIC portfolios
Offshore Bonds
Onshore Bonds
Alternative investments
Inheritance tax planning
Family trusts
Offshore savings
Inheritance trusts
Solicitors & Accountancy introductions
Lasting Power of Attorney

 Contact Adam by phone or email to arrange an initial appointment.

To find out more, call us on 01932 253939 or email us at © 2010. Bigmore Associates.

Bigmore Associates Ltd are Authorised and Regulated by the Financial Conduct Authority

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