01732 742089


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Investment Management

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We offer bespoke advice, tailored to your financial circumstances, aims and objectives with thorough compliance.


Your investment strategies

It is important to create and maintain the right investment strategy as it plays a vital role in securing your financial future. To ensure that your money works for you, we think it is important to consider the whole market to advise on appropriate investments for your financial circumstances.

We will help you with your investment portfolio, which typically includes advising on which assets to invest in, based upon your risk profiling and sustainable preferences, monitoring existing funds and recommending new portfolio strategies to align with your evolving personal aims and objectives.


Why choose Samuels?

We know how important meeting your financial objectives is to you. We tailor our advice.

  • Secure Financial Future

    Ensure your money works for you

  • Investment Advice

    Quality advice and comprehensive investment solutions

  • Risk Profiling

    Determine your risk appetite and sustainable preferences

  • Fund Monitoring

    Portfolio strategies to align with your evolving personal objectives

  • Market Assessment

    Thorough evaluation of all product provider platforms

  • Achieve your goals

    Realise your ambitions and live life to the full


How we can help

Whether you are looking to invest for income or growth, we can provide quality advice, comprehensive investment solutions and an ongoing service to help you achieve your financial goals. We provide clarity to assist you in understanding and determining both your short and long-term objectives.

We help you to invest your money at every stage of life, be it for young entrepreneurs or active retirees enjoying the rewards of a lifetime's work. We help you achieve your goals, so that you can continue to enjoy life to the full.

We take time to get to know you, understand your objectives and the time frame over which you want to achieve them. We aim to understand your attitude to risk alongside your investment preferences.

In our experience, clients tend to engage us for more than one service at a time, in a holistic approach to financial wellbeing.


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Book your Free Consultation today

Whether you are an established business or a new start-up looking for help to get your new venture off the ground, we think you’ll find our tailored approach refreshingly different to most other accountants.

Need advice? Speak to one of our team:
Contact Samuels 01732 742089

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