Save & Invest Financial Planning

Save & Invest Client Newsletter

November 2018

Keeping in touch with our clients is an important part of the Save and Invest service.

The attached newsletter is our second issue of 2018 and provides a summary of business activity over the past six months.

Should you wish any further information on any aspect of the newsletter please do not hesitate to contact your adviser or please call us on 0141 332 8088.

Click on the link below to open the newsletter.


How sustainably focussed is your portfolio or pension plan?

Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.

Please email us on with general information on yourself and your portfolio.