Savings & Investments

There are people who like to save money short term and others who like to invest over the medium to longer term. There are those who prefer not to take any risks with their money and others who are prepared to speculate with their capital.

Whether you are looking for short term Bank/Building Society accounts or other similar arrangements such as National Savings Products we are on hand to advise you. In addition, you may be looking to invest money over a longer period and may prefer the tax efficiency of Individual Savings Accounts (ISAs), or Unit Trusts and Investment Bonds. Whatever your requirements are we will be pleased to assist you in finding a suitable home for your money.
Our advice takes careful account of your precise requirements and extends to consider your views on risk, your tax status, and whether you require a savings or investment vehicle aimed at providing an income or something designed to offer capital growth potential, or even a combination of the two.

Whatever your preference we have a wealth of experience in this area to guide you through the vast range of different savings and investment opportunities available to you.

The Tax treatment depends on your individual circumstances which may be subject to change in the future.

The value of your investment and any income from it may go down as well as up.  You may not get back the original amount you invested.
tel. 01527 60259
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DAG Financial Solutions Ltd is an appointed representative of pi financial Ltd, Company Number 3556277. pi financial Ltd is authorised and regulated by the Financial Conduct Authority. FCA 186419.
pi financial ltd is registered in England.  Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU.
DAG Financial Solutions Ltd  is registered in England.  Head Office registered address - 115 Hither Green Lane, Redditch, Worc's, B98 9BN, Company Number 08754718

The Money Advice Service (Financial Conduct Authority Consumer Information)
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