Investment Planning

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Investment Planning can be complex with so many areas to consider. You may be thinking about investing a lump sum, regular amounts or perhaps you have an existing portfolio that has not been reviewed for a while.

Our highly qualified team of investment advisers will help you to explore the many alternative investment options available. In the current economic climate, people are no longer receiving the level of return they used to on their savings in banks and building societies. At FAS, we offer sound, independent, personal advice that you can trust and rely on. We are here to help you get the most out of your investments.

We will explain clearly the different types of investments available and how they work, covering the risks involved and guiding you on the structure of your portfolio. By reviewing your investments on a regular basis, we can help to keep them on track and advise you if we feel that any changes need to be made along the way.

Some of the investment areas we cover:

  • Individual Savings Accounts
  • Collective Investments
  • Investment Bonds
  • Investment Trusts
  • Offshore Investments
  • Savings Plans including deposit accounts and National Savings
  • School & University Fee Planning
  • Venture Capital Trusts
  • Enterprise Investment Schemes