Client Login

Savings and Investments

Whether you have a substantial capital sum, a regular premium to invest or just want to save a small sum for a rainy day, we at Cavendish Brooke have a range of solutions to satisfy every need. Our experts will take the time to understand your situation and advise you as to how you can best meet your objectives. We will spend time to not only actively determine your personal 'Attitude to Risk' but also to perform an overall review of your affairs which will help us to ensure that your money is invested in the right funds and asset classes.

We advise on the following areas:

-  ISAs
-  Unit Trusts
-  OEICs
-  Investment Bonds(Onshore and Offshore)
-  Venture Capital Trusts
-  Enterprise Investment Schemes
-  Savings Plans
-  Structured Products

The value of your investments and any income from them may go down as well as up and you may not get back the amount originally invested.