Investments and Savings

Whether you have a small nest egg or a larger amount to invest, or are looking to start a long term savings plan, there are a range of options available to you.

At Berkeley Morgan we can advise on the best investment opportunities for you from a standalone investment to full portfolio planning. We have specialist advisers who are able to offer advice on a range of options including:

• Open Ended Investment Companies (OEICs), Individual Savings Accounts (ISAs), Unit Trusts
• Venture Capital Trusts
• Enterprise Investment Schemes
• Film Schemes
• Investment Bonds – Guaranteed / High Income / Unit Linked / Offshore / With Profits
• Ethical Investments
• Annuities

Click here to request more information on investment planning.