Investments

We have a wealth of experience, advising clients about their investments and making their finances work hard for them.  It’s key to our working practice that we discuss every option to enable our clients to achieve their financial goals in a complicated and uncertain world.

It is important to us that we maintain a long term relationship with our clients to review how things are going.

Our investment services include:

  • Setting up new investments
  • Reviewing existing investments
  • ISA’s and tax-efficient saving
  • Inheritance tax and trust planning
  • Investing for longer term growth or income
  • Saving for the wider family

A sound and structured approach provides peace of mind.

Mrs M had an inheritance from her mother. She wanted to put the money away but was worried about what to do and who to approach for advice. A friend suggested she contact Charles Royle and Company to talk through her options and discuss how we could support her. After a couple of meetings, she decided to proceed with our recommendations.

Mrs M was initially apprehensive about investing. It was important to us that she fully understood what was being proposed before committing to our recommendations.

Since making the initial investment her money has grown and secured her initial inheritance.

Just a short personal note to express appreciation to you and the team for your ongoing service – just having received the six monthly summary. The service is not taken for granted! Just very much welcomed.
Client P
The value of an investment and any income from it can go down as well as up, so future growth is not guaranteed. Tax regulations and allowances can also change at any time.