Savings and Investments

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

It's about knowing what you're trying to achieve and finding the right path to get you there.

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

Our Investment Approach

The Bigmores investment approach has three core principles. To find out more about how we implement this approach, visit our main Investment Approach page.

Highly Diversified Investments

Spreading your investment across a range of assets classes on a global basis is one of the best ways to reduce investment risk. On average, the funds within our Core Investment Strategies invest in over 4,000 underlying holdings.

Risk Rated Funds

We choose funds that invest in line with a specific risk and reward profile. This means that there is more certainty with the return we can expect from them. This helps with ensuring the assumptions we use within the cashflow planning are as accurate as possible.

Lower Cost Funds

We ensure that costs remain as low as possible. Over time this cost saving can provide a substantial boost to your investment returns.
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.

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

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

We are here to help you

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