Savings and Investments

Most of us have long term savings ambitions.  Whether it's building funds for a wedding, a rainy day or your child's education, we can help make sure your money is working hard for you.

Deposit and bank account savings offer security. There is a place for them in everyone's financial plan. But where funds are held for a long time in this low interest environment, inflation can erode the effective value of your savings.

We offer a range of services aimed to see your savings grow, combating inflation. We also tailor your savings vehicle so that it's tax efficient; using ISAs, Unit Trusts and Bonds where appropriate.

Exley Financial Planning has relationships with some of the largest fund managers in the world, offering funds covering a range of asset classes, from cash to equities. We have access to over 1000 funds, covering almost every niche. These are hand picked so that we can create bespoke client solutions.

With an increased prospect of growth comes an increased risk of fund volatility. On this basis, we take your attitude to risk very seriously. Before recommending and implementing any savings solution we will assess your personal feelings and financial capacity to withstand market volatility.

Please get in touch on 01291 671075 or email to talk about your savings and investments further or view our investment guides.

The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes to the law which cannot be foreseen.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Exley Financial Planning is a trade name of Peter John Exley which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.