Looking to Invest?

To enable our clients to arrange investments in Individual Savings Accounts (ISAs), Personal Equity Plan (PEP) Transfers, Unit Trusts (UTs) and Open Ended Investment Companies (OEICs) directly, we give below a link to the Fidelity Investment platform. This “Fund Supermarket” will give access to over 1000 external funds.

Investing via this route is undertaken without advice being provided. However, should advice be required, we request that you arrange a meeting with one of our advisers.