Savings & Investments

" The way to wealth is simple. Spend less than you earn and invest the difference wisely. "

- Rob Berger

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Without continual attention savings and investments can stagnate, considerably reducing your investment income. By allowing Pure Financial Services to handle your portfolio you can relax knowing that you are in safe, professional hands. We can examine your current portfolio and make suggestions as to how it can be restructured to maximise your earning potential. We will, of course, take into account your attitude to risk and only suggest the products which are appropriate to your situation. We can also provide ongoing fund development to ensure that your investments are always top performers. All our advice is individualised and tailored to your specific circumstances. By choosing Pure Financial Services you will receive a bespoke, personalised service as we only cater for a relatively small number of elite clients.

Here at Pure Financial Services we have in-depth experience in handling and planning investments. Our experienced advisors can produce a bespoke investment package tailored specifically to your individual situation and addressing your own individual needs.

As we are an independent company we can analyse the performance of investment funds and savings products across the whole of the financial sector so that we can recommend the product or products best suited to your needs. Our aim is to guide you through the investment maze offering refreshing and innovative solutions.

At Pure Financial Services we always begin with a personal appointment with one of our investment experts. This meeting is aimed at fully understanding our client's aims, aspirations and needs. We realise that investment products can be very complicated so we always spend time with our clients to fully explain any products that we recommend. Our aim is to make our clients feel comfortable in the knowledge that they fully understand how their investment portfolio will function. We offer a premium, individualised service for discerning clients.

At Pure Financial Services we can also help you to maximise the tax efficiency of your investments and we will keep you up to date with any regulatory changes which may impact on your investments.

Our expertise extends to all types of investments including;

  • Individual Savings Accounts (Investment and Cash ISAs)
  • Unit Trusts and Open Ended Investment Contracts (OEICs)
  • Deposit based savings (Banks and Building Societies)
  • Onshore and Offshore Investment Bonds

Once we have set up a portfolio of investments we will reassess the performance of your investments refining the investment strategy in order to maximise the performance of your investments. In line with Pure Financial Services' commitment to clarity and transparency we will fully explain the types of packages we offer and any costs associated at the outset. We will also agree the frequency of any reviews at the start of the contract.

* Please note that the value of investments can go down as well as up and you may not get back as much as you put in.
* We reserve the right to charge 'ad hoc' fees for various other services which may be required.