We understand through dealing with investment for many years that each of our client's requirements is different so we have made our service totally bespoke to give the best possible advice.
When it comes to investing there are many things that need to be considered, obviously there is amount invested and return, but there is also the question of risk and at what risk level our clients are comfortable with. Wilsons Private Client advisers can give advice on this and all aspects of investing whether it is you first time investing or or you haev been investing for a number of years. From reviewing your current investments to setting up new portfolios we can provide the right solution.
Below are just some of our investment services, for a private and confidential discussion about your requirements please feel free to contact us on the number to the left and one of our advisers will be happy to talk to you.
- Investment Portfolio Construction and Review
- Individual Savings Accounts (ISA's)
- Report on Lump Sum Investment or Regular Saving Plans
- Investments Bonds (Onshore & Offshore)
- Unit Trusts and OEIC's
- Trust Planning and Trustee Investment
- Children's Saving Plans
For further information please see our downloads section for advice and guidance and our latest newsletters.
Private Client Contact
For more information on Wilsons Private Client services please contact Annabel Prow on 0115 942 0111.