Impartial Investment Advice


ISAs Advice

Individual Savings Accounts (ISAs)

Take advantage of these tax efficient investments.

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Collective Investments

Personal Pensions

Unit Trusts and OEICs

Build a portfolio of mid to long-term investments.

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Occupational Pensions

Investment Bonds

We compare the best investment bonds to suit your financial objectives.

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Bespoke Investment Planning You Can Trust

At Approachable Finance we design our Investment services around you. That means developing a comprehensive understanding of your financial circumstances and goals before using our investment expertise to research and select the best investment strategy. Part of that process is formally establishing a client’s acceptable levels of risk and putting measure in place for managing that risk.

Our investment approach is flexible and we can either manage your portfolio, offer expert advice about a portfolio you self-manage, or simply review the effectiveness of your existing investments. While we consider all types of retail investment products, we typically find that ISAs, Collective Investments and Bonds are the most suitable investment options for our clients.

  • Would you like to start saving for your future?
  • Need clear advice on the saving and investment options?
  • Want an independent review of your current investments?

It's never too early or too late to start making investments for the future. Contact us today for a NO OBLIGATION financial consultation.

0345 3503655

Individual Savings Accounts (ISAs)

Choosing an ISA that Suits Your Needs

Perhaps the first consideration when choosing an ISA is what you are saving for. Do you have a short-term goal, such as home improvements and holidays, or are you planning to save for retirement or your children’s education? At Approachable Finance we help clients understand the risks and returns of both cash and fund ISAs, and we have a great track record of high-performing TAX-FREE returns for our clients.

How Much Can You Invest?

As of April 2015 you are able to invest up to £15,240 per annum. You can also choose whether to invest wholly in cash or fund ISAs, or spread your money across each.

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Collective Investments

How Collective Investments Work?

Collective investments enable individual investors to pool resources with other investors and retain a wide range of stocks and shares that are managed by a professional fund manager. For investors starting out, unit trusts and Open-Ended Investment Companies (OEICs) represent a good way of spreading the investment risk, providing the opportunity to invest relatively small amounts in the beginning.

Choosing Unit Trusts and OEICS

While the risk to your money is spread, the value of Unit Trusts and OEICS can down as well as up. At Approachable Finance we help clients understand the potential benefits and risks with tailored investment strategies.

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Investment Bonds

A More Stable Investment?

Bonds are seen as a less risky investment than stocks and shares as they are effectively a loan to a company, organisation or government on which interest is repayable. For the most part bonds provide a more stable and reliable investment, and in some cases, can be purchased with a guarantee that the return will at least match the original investment. Most investment bonds are whole of life, with minimum investment levels of between £5,000 and £10,000.

Help Choosing Bonds

Like stocks and shares, the value of Bonds can down as well as up. At Approachable Finance we help clients understand the potential benefits, risks and tax implications before advising on an appropriate bond strategy.

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