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    • Home
    • Who We Are
    • What We Do
    • You invest
    • Guides
    • Contact Us
  • Home
  • Who We Are
  • What We Do
  • You invest
  • Guides
  • Contact Us

Sometimes the 'central route' is the best path to take

What is 'You Invest'?

On the road to making any long-term investment, it would be prudent to take advice.

Holistic financial planning, on one side  can incur high fees, in excess of £3,000 for example. On the other side, not taking any advice is free, but could expose you to unnecessary risks and mistakes, which could be costly for your investment.


A focused approach could provide the appropriate level of professional advice, but with appropriately lower costs, helping you make a better return.

The 'central route' - You Invest.

How does the 'You Invest' service work, is it for me?

Do you just want to invest, but want guidance too?

By completing the basic details - the things you know, we can apply comprehensive, focused advice for just making an investment, if that's all you need.


If you are in any doubt of the focused advice approach with ' You invest', please stop and consider our holistic financial planning service by clicking 'what we do'.

How much could you save and what is the effect?

You Invest costs are LOW, consider the graph opposite

You Invest - Initial Fee is £450 (Fixed)

 with Annual review fee - 0.35% p.a

The Typical Reduction in Yield is 1.1%, which is closer to the top of our example, meaning a comparatively better return for you.

Step 1 - Initial statement for your financial safety

You must consider the following statement;

Investments carry risk and have a recommended minimum term. You should accept that you may lose money and be prepared for this, as well as to invest for a minimum of 5 to 10 years. You should have 'other' financial resources available to you throughout the invested period.


Step 2 - Send for your application

A free, no obligation comprehensive 'step-by-step' pack will be sent containing all you need to invest a lump sum - including costs and application form. It is self explanatory, and should take around 45 minutes to complete, before posting free back to us.

Step 3 - Completed documents are issued

Your returned pack will be checked by us and our advice applied. The completed paperwork is now ready and posted to you for signatures and ID requirements. Finally your investment is paid direct from your UK bank to the provider, by BACS payment. You're invested.

Any queries throughout the process, simply contact us

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