Save & Invest Financial Planning

Focus on Save & Invest as Jeffrey Deans features in Citiwire New Model Adviser

December 2018

Earlier this year, Citiwire New Model Adviser publication approached Save & Invest to run a feature on our business and the technology we have developed that sets us apart from other IFAs.  The leading platform technology expert Langcat and a journalist from New Model Adviser magazine, visited us in November to find out for themselves what Save & Invest has to offer.

Jeffrey Deans our Managing Director features both on the front cover of the December 2018 issue and also in the five page article contained within, which highlights our company achievements and provides a very good insight into our business model.

Inclusion in such a prominent and respected industry publication has been a perfect way to round off the year.

The full article is available to view on the attached PDF link below.

New Model Adviser_SaveInvest_December 2018.pdf

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 info@saveandinvest.co.uk with general information on yourself and your portfolio.