Save & Invest Financial Planning


We select investment funds that complement each other, carefully chosen for the qualities they bring to the portfolio. Each fund has a role to perform and if it is not fulfilling that role, we identify the reason for this and replace the fund. Our Investment Committee has clear rules on how funds are selected and the manner in which they can be used within a client’s portfolio. Our technology automatically tests each individual’s portfolio to highlight if it is deviating from our expectations and we monitor all of the funds so that we can respond quickly if changes are needed.

We are genuinely independent and do not have any products or model portfolios to sell. Our on-going investment service costs are significantly lower than other investment advisers and wealth managers, so our clients’ investments have more potential for growth.

80% of our clients have been with us for 20 years.

Save & Invest provides a quality personal investment service to clients across the UK and internationally. We have over thirty years experience of selecting investments for people at retirement, entrepreneurs selling their businesses and professionals building their independent pension pots and many other situations.

Delivered by a highly skilled team backed up by an online reporting and valuation system, our investment service comprises investment advice and information, administration and reporting.

How can we help you?

Freephone 0800 132 740 Contact us

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