Savings and Investments

We all want to make our money work as hard as it possibly can especially with rising inflation and low interest rates , with our help and expertise you can ensure that your future is as prosperous as it can be. 

“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”  Warren Buffet

How we can help you?

By using the latest technology to research the market we can find you the most suitable investment products and providers possible. 

Stock markets can be volatile especially in these uncertain times in which we all now live but there are ways to counteract this. Firstly with a well diversified portfolio this can reduce the inherent risk involved in stock market investments ensuring that all your eggs aren’t in the same basket.

An investment in a Stocks & Shares ISA will not provide the same security of capital associated with a Cash ISA. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

Offshore collectives are complex investments and are not suitable for everyone, you should seek financial advice before entering into this type of investment.

We can advise you on a wide range of investment products after including:

  • Individual Savings Accounts (ISAs)/Open Ended Investment Companies (OEICs)/Unit Trusts
  • Investment Bonds
  • Offshore Investment Bonds
  • Environmental, Social & Governance Investments (ESG)
  • Venture Capital Trust(VCT)/Enterprise Investment Schemes (EIS)
  • Company/Trustee Investments

We will always ensure you fully understand and are comfortable with any risks involved as it is important to appreciate the value of an investment and the income derived from it may fall as well as rise. Returns are not guaranteed, and you may get back less than you originally invested.

Office Address


Registered Office Address:
64 Millrise Rd, Milton
Stoke-on-Trent, ST2 7DN,
UK

Company number:
10135808
Registered in England and Wales

We're delighted that ValidPath has again been recognised in the FTAdviser’s Top 100 Financial Adviser list for 2021. Hillswood Wealth Management and Mortgage Advice Bureau as a member of the ValidPath network is proud that this achievement recognises our commitment to providing best-practice and independent financial advice for our clients.

Contact


Phone:
01782 534015

Mobile:
07977 919151

Legal Info


The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

Hillswood Independent Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.