Saffron Building Society and our selected partners can take care of all your investment needs.
Your adviser will check whether your investment portfolio matches your current and anticipated future needs and ensure that you are making the best use of the tax efficient savings vehicles available.
If you have children, your adviser will take you through options on products available to invest in your children's names. If you want to start planning to cover their University costs we can help you choose the best investment vehicles for that. And if you want to pay for private education, we can research the costs involved and help ensure that your investments meet these costs.
We know that changes in tax legislation, shifts in the national and global economy, and fund manager moves can affect the performance of your investments. We will regularly review your portfolio with you to help maximise returns and minimise risk.
Remember that investments can fall as well as rise and that past performance is no guide to future performance.
Visit your local branch and talk to your Branch Manager who will be pleased to arrange an appointment with an Independent Financial Adviser. Alternatively, you can contact us on 0800 072 1100.
Visit the Financial Conduct Authority to find out how financial advice is changing.