Investment & Wealth Management........

You may have built up a large sum of money through careful savings over the years or may have received an inheritance. You may have investments or shares in various places or your money may just be sitting in the Bank or Building Society earning a modest or even a poor rate of interest. At Jigsaw we can review your existing portfolio and offer unbiased, independent advice as to how best your investments can work for you whether you need an income from your money or to achieve capital growth or perhaps a combination of the two.

We know about Inheritance Tax and ways this can be mitigated. We have helped clients using Trust and Will planning to help them and their families on this complex subject. Our thoughts are simple: "Why pay tax on your hard earned money needlessly if there are ways to mitigate it? We are taxed heavily enough during our lifetime, so why again on death?" Call us now on 01787-220482 or e-mail us with your contact details to enquiries@jigsawifa.co.uk

As Independent Financial Advisors we research the marketplace on our clients behalf to establish the best type of savings or investment vehicle that would best suit them. Putting it another way, for investments, we make recommendations from the whole of the market. This could be an ISA, Unit Trust, OEIC or one of the many types of bonds available. We understand these investment vehicles and how they work and most importantly how they best suit our clients. Want to know more? Then simply e-mail us with your contact details to enquiries@jigsawfs.biz  or call us on 07968-405745. We look forward to your call.