Maximising future returns

Cultivating Growth

Unit Trusts
Personal Equity Plans
Individual Savings Accounts
Investment Trusts
Investment Bonds
Individual Pension Fund Management
Corporate Pension Fund Management
Offshore Investments
Trust Fund Management

"We have always found Charlwood Leigh most efficient and their investment advice excellent. We have never had any hesitation in recommending them to others."
Client since 1982

A sound investment strategy requires careful cultivation.

Charlwood Leigh has helped it's clients to invest over £100million in unit trusts, mutual funds and pensions. We assist them in deciding on the best investment strategy by advising on a range of investment vehicles and their tax planning advantages.

By understanding your attitude to risk, we can ensure that your portfolio of investments is tailored to meet your needs.

Our clients can choose to be sent regular valuations of their investments in order to monitor the progress. This gives us an opportunity to discuss how best to manage their portfolios as investment markets change, ensuring that returns are optimised as far as possible at any point in the economic cycle and gains are sufficiently protected in times of volatility.