Savings and Investments

Tax efficient investment planning designed to meet your short and long-term savings and investments goals

Investment planning is more than just investing in a savings or investment product.

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

Central to our thinking is the ability to 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.

We can help you to plan for your short and long-term savings and investment needs.

Contact us now to arrange an initial appointment.

Savings and Investments

Core Investment Solutions

Our core investment solutions are based around an asset allocation model 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 offer investment advice on the principles of collective fund investment. However, where necessary we can tailor any of your investment wrappers for you to make individual stock selections.

We offer specialist advice on a wide range of savings and investment products including:

  • ISA (Individual Savings Accounts)
  • Onshore bond
  • Children's ISAs
  • Cash deposits
  • National savings (NS&I)
  • OEICs (Open Ended Investment Companies)
  • Offshore bond
  • Unit trusts
  • Structured investments
  • Alternative investments

Please note: The Financial Conduct Authority does not regulate tax advice.

Bigmore Financial Planning

Telephone: 01932 253939

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"Staff are highly qualified and professional and strive for the very best. The client is always at the heart of everything that they do. I would highly recommend Bigmore Associates."

Martin Pearson
Woking

Adam and his team are knowledgeable and very professional. They have provided clear advice on our pensions and investments.

Dawn Hewitt
Ashtead

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