Savings & investments

You could have any number of reasons for wanting to put money aside for the future - home purchase, school fees or for retirement.

Whatever your saving or investment goal, we will create a plan to help you achieve it. Our service considers the amount you require, its purpose, your timeframe and the amount of risk you would be prepared to take with your capital and potential returns.

We advise across the full range of saving and investment products and our service is supported by guidance from our team of professional analysts, in addition to the latest investment analysis and administration tools.

Once established, we can continue to review your plan on a regular basis to ensure it adapts with changes in your circumstances and attitude to investment risk, as well as with changes in the wider economy, stock markets and your individual funds.

If you would discuss a new saving or investment plan, or you would like us to review your existing arrangements, please call us on 0845 609 2008*.

 

* Calls may be recorded and monitored for training purposes.

BMA Services is a trading name and trademark of the British Medical Association. The British Medical Association is an introducer appointed representative of AWD Chase de Vere Ltd (AWDCDVL) and Heath Lambert Limited (HLL). AWDCDVL is an independent financial adviser. HLL arranges and provides services in respect of general insurance products. AWDCDVL and HLL are authorised and regulated by the Financial Services Authority. AWDCDVL and HLL are licensed by the BMA to trade as BMA Services.

 
 
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