Expert advice for your future

Find out whether saving or investing is right for you and your goals.

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Get a saving or investing plan that is right for you

Whatever you've got in mind, our expert advice will help you reach your goals. We can help you to build a plan, whether you have a goal in mind or are not sure where to start.

Find out the best next steps for you and your money by taking our financial health check.

  • Having cash savings always comes first before any future goals, to cover any unexpected costs.
  • You should have a cash safety net before you begin planning for your future goals.
  • You should keep your money as cash savings if you are uncomfortable taking risk.
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  • If you already have a cash safety net and you know that you won't need your money in the next 5 years, investing is a good option.
  • Investing could allow your money to grow more than it would in a cash savings account.
  • The value of your investments can increase and decrease, so you could get back less money than the amount you invested at the start.
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  • A combination of saving and investing is the best plan if you might need some of your money in the next 5 years, but not all of it.
  • You can put some of your money in cash savings to use in the near future, whilst your investments grow for the long-term.
  • For example, you can save for next year's holiday at the same time as investing in a pension for retirement. Take our health check to find out what is best for you.
  • The value of your investments can increase and decrease, so you could get back less money than the amount you invested at the start.
Take our financial health check

Find out the best next steps for you and your money.  

Take our financial health check

How we can help you

How much can I make if I invest?

Why should I have a cash safety net before saving for anything else?

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