Savings and Investments

Savings

Whether your planning a holiday of a life time, a new car or ensuring you have the funds to support you children's education, saving regularly can help you achieve your goals.

Ask us about tax free savings plans for children/grandchildren

With so many different ways to save today, it's difficult to know which one is right for you. Birch Independent can ensure you find the right one for giving you that lump sum just when you need it most.

Friendly Society Savings Schemes : Friendly society tax-efficient savings schemes benefit from an unusual tax concession which allows savers to put away up to £25 a month or £270 a year, tax-free.

Investments

By seeking advice from an independent financial adviser such as ourselves we can ensure that all your eggs are not in one basket.

With today's uncertain market conditions we believe it is more important than ever to review you investments on a regular basis.

Whether you looking to invest a lump sum for future growth or income for today or are looking for advice on your existing investments there are many products on the market available for you.

We can arrange to split your investment over a number of different companies or make use of fund supermarkets or multi-manger funds to make tracking your investments far simpler.

We can also evaluate your attitude to risk and ensure that only investments are selected to meet your personal criteria.

If you have existing PEP's (now reclassified as Stocks & Shares ISAs) or ISA's that you have not been happy with, we can arrange to transfer them to a new provider without having to cash them.

You may just be looking to move them to a lower risk environment or to spread your investment between lots of fund managers. This can be done effectively now with even very modest amounts of savings.

Here are just a few of the investments we can advise you on:

• Guaranteed Income Bonds
• Guaranteed Growth Bonds
• ISA's
• PEP's
• With Profit Investment Bonds
• Unit Linked Investment Bonds
• Unit Trusts
• OEIC's
• Investment Trusts
• PEP & ISA Transfers

Please complete the following short form and we'll get right back to you.

You don't have to provide a great amount of detail about your savings or investment requirements right here (that's what we'll get in touch with you about!), feel free to give as much (or as little) information as you can at this stage. Don't include any sensitive information like account numbers - we'll ask you if we need that information.

Anything you can tell us might help us get back to you with more useful information right from the word go. Now, that can't be a bad thing!

The following important documents are available for this page:

• Key Facts about our services This document sets out the Key Facts about our services. This shows our typical terms and conditions; however, we will discuss your preferences such as how we are paid, when you ask for our advice.
• Data protection statement