Investments and Savings cover a full spectrum of products and objectives. What are you saving for? Do you have a lump sum you want to accumulate or invest to potentially grow or to help generate income? Investments and Savings often reflect what a client wants and at different stage of their life and whether this is their first opportunity to put monies away or whether they already have a diverse and varied portfolio.

At Mulberry Wealth Management we can advise on all areas from Bank Accounts and Cash & Investment Individual Savings Accounts (ISAs) to Savings Plans, Endowments and Investment Bonds both Onshore and Off-shore.

Building an investment portfolio must take into account tax opportunities and implications, attitude to investment risk & reward and balancing this with the need for income, growth or both.

Tax Exempt Savings plans are available from as little as £25.00 per month and are often overlooked as a tax efficient form of savings. Investment ISAs have recently seen the limits increase to £10,200 (Tax Year 2009/10) and they can be used for investment of one-off payments or regular monthly savings.

Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

In no way is any information on this page to be regarded as a recommendation and you should take individual advice before deciding on any strategy.

Please be aware that the value of your investment can go up and down and that past performance is no guarantee of future performance.