Investments

Confused as to where the most appropriate place is for your savings? It's hardly surprising! At Sibbalds we can help you cut through the jargon.

Can you be certain that your hard earned money is working for you?

It's not surprising, that today we all feel we pay a little too much tax to the government; at Sibbalds we can help you find a tax shelter for your money. We have access to over 1000 different funds through the top fund managers. Our expert Independent Financial Advisers can talk you through the most suitable way to achieve your goals. We offer an initial consultation free of charge, where we will assess your own individual needs and aspirations.

Saving

Savings tend to be for short term goals or when you need to get at your money quickly (for example birthdays, Christmas or emergency such as replacing a household item).

Our expert Independent Financial Advisers can talk you through the most suitable way to achieve your goals

Whether you’re saving for that special anniversary, holiday or your children’s university costs we are here to help.

Investing for the long term

Putting money away for the longer term usually means investing your money in schemes or funds based on the stockmarket. When investing, you take a calculated risk, which is reduced the longer you are prepared to invest for. At Sibbalds we asses your attitude to risk which is crucial. On establishing this we would invest you into one of our bespoke portfolios to reflect your risk.

Investment funds can provide capital growth – the original capital amount you invest grows. They can also provide income – a regular payment, for example dividends from shares. A combination of both income and growth.

Savings products

• Cash Individual Savings Accounts
• National savings accounts
• Deposit accounts
• Premium bonds

Investment products

• Stocks & Shares Individual Savings Accounts
• Onshore investment bonds
• Offshore investment bonds
• Open Ended Investment Contracts
• Investment trusts

After an initial consultation Sibbalds will then provide you with a tailored plan, personal to you. We pride ourselves on the fact that we can do all this as Independent financial Advisers.

Why not call us at Sibbalds and we will put you in contact with one of our investment specialists.

The Financial Services Authority does not regulate Deposit Accounts, National Savings Products, Premium Bonds, Trust advice and some forms of Individual Savings Accounts.