Portfolio planning

Whether you wish to review your exisiting portfolio or are looking to build savings for a specific purpose such as paying for education fees, L&C Investments and a selected partner can help.

With independent expert advice that keeps you as the focus at all times, your portfolio planning is one phone call away.

By calling us on:

01225 343000

or filling in the enquiry form opposite, we will put you in touch with one of our selected partners who will be able to help you.

Useful links:

National Savings and Investments (NS&I)
The UK state-owned savings bank
http://www.nsandi.com/

The Finance and Leasing Association
The industry body for the asset finance, consumer finance and motor finance sectors
http://www.fla.org.uk/fla/

HM Treasury
Her Majesty’s Treasury: read about the Budget, the Treasury’s financial and economic policies, public spending and services, and the UK economy. 
http://www.hm-treasury.gov.uk/

Office Of National Statistics
The home of official UK statistics, obtain data free of charge on a range of subjects including Britain’s economy, population and society. 
http://www.statistics.gov.uk/

Contact Us
Area of interest
Pension advice
Portfolio planning
Buy to let tax planning
IHT planning
Will writing
name
Phone no:
Other no:
e-mail