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 can we help you?

We are encouraging all our clients to call us.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours.

Please email us on with any questions or requests for your adviser to call you.

News & Insight

Looking forward positively

Despite more than six months of Covid 19 restrictions, as the volatility in markets reduced, Save & Invest has been able to reorientate portfolios to…