Savings & Investments

Whether you have a current investment portfolio which requires to be reviewed, or you have some money you wish to invest, at Fraser James Partnership Ltd, we will assist you. Whether reviewing or building a portfolio, we will consider: investment strategies, fund research, portfolio construction, risk profiling, tax efficiency, the need for trust advice and regular investment reviews, and our recommendations will typically include: national savings (NS&I) products, individual savings accounts (ISAs), unit trusts (collectives) and investment bonds.

We will offer regular face to face meetings to review investment portfolios, both new and existing to ensure they continue to meet stated objectives.

At Fraser James Partnership Ltd we understand the investment world as the performance of your investments are dependent on national and global economies and fund manager moves, amongst many others. 

For the more specialised areas of Inheritance Tax (IHT) or Capital Gains Tax (CGT) mitigation, and for those wishing to derive an income from their portfolios, we offer tailored solutions and guidance. At Fraser James Partnership Ltd we believe there is always a solution. For more information and guidance, or to speak with one of our qualified advisers, either male or female, please contact us in confidence, at any time.