Save & Invest Financial Planning


Death, illness and injury can cause financial havoc in a family, but people are often unaware of the easy steps they can take to protect themselves and their family from the serious financial consequences of these sorts of events.

Save & Invest provides comprehensive and holistic planning to clients at all stages of their lives, to ensure they have affordable protection plans in place to provide the type of financial assistance required rather than being dependent on savings or State Benefits.

Did you know:

Giving up 5 or 6 coffees each month on the way to work can save £20 per month and that would buy over £200,000 of protection for a family.



Single? Stay independent

Families are often the focus of protection needs but in many ways single and independent people have even greater needs.  Ask us about how to protect your independence using a wide range of affordable schemes, and using legal arrangements to address emergency situations.  It’s much easier than you may imagine.

There is a one in 16 chance of being off work for six months or more due to sickness or disability, according to the Office for National Statistics.

The coffee cup illustration is based on a male, non-smoker, aged 40, level term cover to age 65. This is based on acceptance at standard terms.

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.