Savings & Investments

We can help you make the most of your money, so you can reach your financial goals and enjoy peace of mind.

Grow and protect your wealth with a personalised approach to savings and investment. Our specialist advisers will combine your goals with our expertise to make certain your money is steering you safely towards achieving your goals and objectives.


Balance risk and reward to meet your goals

There’s no one-size-fits-all approach to saving and investing. We understand that what might be a comfortable level of risk for one client is not necessarily the same for another. When evaluating your risk strategy, we take into account not only your comfort level but also your overarching goals, ensuring that our approach to risk offers assurance while aligning with your financial objectives.

Regular investment reviews

Your investment strategy shouldn’t stand still. Our advisers regularly review your circumstances to ensure your investments work towards the right goal.

Our approach to Financial Planning

Savings and investments are just a part of your overall financial plan and that is why we follow the same approach in everything we do.

Your story
What are your life goals and ambitions.
Your plan
A clear plan to make your dreams a reality.
Our advice
Advice that can help you achieve your objectives.

Award-winning investment management

Our central investment proposition (CIP) revolves around empowering our clients to achieve their financial goals effortlessly. As an integral part of Finli, YOU Asset Management and YOUR Platform have been strategically acquired to offer unparalleled support in realising your financial life plan. With a team of award-winning investment professionals at the helm, your portfolio is actively managed daily. What sets us apart is our commitment to true independence, providing access to a wide array of investment vehicles globally. Through our ownership of YOU Asset Management, we provide a personalised service and efficient administration, ensuring your financial journey is smooth and rewarding. With Finli and YOU Asset Management by your side, your financial future is secure.

Savings and Investments FAQs

What should I invest in?

Your investment strategy will depend on your goals. In most cases, it makes sense to diversify investments across a range of asset classes.

How much should I invest?

How much you invest will depend on your circumstances and goals. Consult our advisers for a personalised investment strategy.

How much risk should I take?

Risk tolerance varies by age, income, financial goals and comfort level with potential loss. Younger investors often take more risk of higher long-term growth, while older investors may prefer stability.

How can I understand the performance of my assets?

You can track the performance of your assets using our interactive client portal.