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Savings & Investment Advice

Our Independent Financial Advisers (IFAs) can provide you with financial planning and investment advice for regular and lump sum savings and investments.

Most of us need to save for something – from school fees to buying a home or getting married and it is important to choose the right savings account.

Our IFAs offer completely unbiased investment planning and savings advice. They will talk to you about what you’re saving for, how long you have to save, and what you can afford to save before making their recommendations. We’ll check the whole of the market to recommend the most appropriate home for your savings.

You may have an investment portfolio already or have a lump sum to invest which may have come from an inheritance or a maturing policy. You could be looking for capital growth, a regular income, or even a combination of both. The investment market can be extremely complex so independent financial investment advice is essential to make sure your money is working hard for you.

We can help with:

  • working out what investment risk you’re prepared to take

  • explaining the types of investments available, such as cash, equities, bonds and property

  • working out how to make the most of tax efficient investments

  • looking at specialist types of investment, such as ethical funds.

Contact a financial adviser today on 0800 107 0190 to get completely independent investment planning and savings advice.

Ecclesiastical Insurance Group plc (EIG) Reg No 1718196. Ecclesiastical Insurance Office plc (EIO) Reg No 24869. Ecclesiastical Life Ltd (ELL) Reg No 243111. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg No 2046087. Ecclesiastical Underwriting Management Ltd (EUML) Reg No 2368571. E.I.O. Trustees Ltd Reg No 941199. EdenTree Investment Management Ltd (EIM) Reg No 2519319. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848 (EIO) and 110318 (ELL). EFAS and EIM are authorised and regulated by the Financial Conduct Authority. Firm Reference Number 126123 (EFAS) and 527473 (EIM). EUML is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 402228.