Save & Invest Financial Planning

A skilled team of independent investment advisers.

Save & Invest has a 30 year history and an experienced team providing advice, both face-to-face and online. We also have a dedicated pensions team, with in-depth technical expertise.

A service built on experience

Jeffery Deans

"At Save & Invest we provide a quality service with no allegiance to any asset management group or financial institution. We align our interests with those of our clients through our fair charging structure and complete independence."

Jeffrey Deans, Managing Director

Save & Invest is an investment-led independent advice firm. With offices across the UK and dealing with clients all over the world, we are very well respected by the fund management industry.

As one of the longest established in the sector, we have seen the ups and downs of the last four decades and experienced all market conditions. We helped clients during the first bubble and crash of 1987, the dotcom era, the Gulf war and the more recent financial crisis. Our skills, knowledge and investment approach ensured that we were able to help clients successfully navigate some very uncertain market conditions.

Our team encompasses people with a range of complementary skills and specialisms including economics, law, banking, investment management, financial planning, pensions and IT. We work together to provide a service tailored to the needs and circumstances of each individual client. Key to our success is that we value our employees and focus on continuous staff education, training and development.

We are driven by our principles and have a strong ethos of fairness, supportiveness and providing value to our clients and partners.

 

WealthPro

Integral to our approach is innovation and good communication. Taking these two together, our in-house IT development team developed a bespoke online valuation and reporting website called Wealthpro. It allows investors to quickly and easily see the current value of all of their assets. It provides an at-a-glance summary of the client’s portfolio valuation along with more detailed information and analysis such as a performance summary of funds held in the portfolio. Wealthpro is very user friendly and all of the information is presented clearly and concisely.

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Find out more about WealthPro
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Career Opportunities

Save & Invest is a forward thinking firm with a proactive ethos and a commitment to team working and providing an excellent service. We provide a supportive environment in which staff can develop their skills and careers.

Current vacancies are detailed below and we welcome speculative applications from people who are dynamic, enthusiastic and motivated. We are always keen to hear from people interested in a career in the finance sector including as a Financial Adviser, a Paraplanner, in funds research and analysis, compliance and risk and support staff.

We are looking for qualified advisers, investment analysts with specific experience in the private client sector, diploma qualified paraplanners, especially those with compliance experience.

CONTACT US ABOUT CAREER OPPORTUNITIES