OEICs & Unit Trusts


General Investment Accounts Newbury

If you are looking for savings plans that invest in other areas outside of deposit accounts; such as investing in the UK stockmarket or global stockmarkets, and you need an expert that will help it all make sense, we can guide you through the many options available.


These types of savings are commonly known as OEICS and unit trusts, where your money is pooled with other investors and professionally managed via a fund manager, into specific assets.


As wealth management professionals, we are here to help you no matter what stage your savings are at. You may have several savings plans in place already, so we are happy to simply review them to see if they are still appropriate for you.


These types of savings plans are a cornerstone of many investors’ portfolios, and with our knowledge and expertise we ensure that our client’s savings are working as hard as possible


So if you are looking for a team of experts that are friendly and professional get in touch today on 01635 551926 to find out more or to book your free consultation.