finance

savings

McSherry Halliday can advise on the full range of savings products available from deposit accounts, New Individual Savings Accounts (NISAs), Unit Trusts and Open-Ended Investment Companies (OEICs).

Our first objective is to understand your savings goals, whether this is to save for a specific purpose such as weddings, school fees, holidays or retirement planning.

We can also review any existing savings you may have to ascertain whether they are on track to meet your savings goals.

Each type of savings product carries a degree of risk. We establish the level of risk that you are prepared to accept in the period for which you wish to save for.

As Independent Financial Advisers, we offer a fee-based service. This fee is dependent on the work carried out on your behalf and the complexity of the savings arrangements you wish to make. The first, no obligation meeting is at our expense and thereafter we will advise on the specific costs of the services we would offer to address your Investment requirements.