Save & Invest Financial Planning

Time to think of selling your business?

Why not have a chat with us about our fairness principles. We have acquired a number of businesses who share our ethos of client care and long term relationships.  We do not operate model portfolios or require your clients to change their investments as they join Save & Invest.  They can keep the investments you established for them and we can help to monitor and report on them, just as you would.

We are committed to service and value and believe our charges to clients are fair and very competitive. So if you are concerned about who will look after your clients when you retire and have been put off by many of the options available, speak to a business that values you and your clients.  We are very different from the high profile consolidators, so speak to us in confidence and with confidence.

What we offer your client: 

What we offer you:

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.