Savings and Investments

If you are looking to begin a savings scheme, or are looking to invest a lump sum, we can help you through the maze of options. By taking the time to understand your requirements, we can structure a solution that will work best for you, and optimise your potential for growth.

We employ thorough, innovative investment procedures which are suitable for a wide range of clients and situations.

Do you fully use your ISA allowance each year? We look to optimise all allowances to make our clients investments as Tax efficient as possible.

Do you understand the term “risk” and have you considered how much risk you are prepared to take? We match our clients to investment solutions that reflect their attitude to risk.

Do you require an income from your investments? Some investments can provide an income and the potential for capital growth.

An initial meeting will cost you nothing and a solution to your requirements may be a click away.

Contact us to find out more.

If you already have an investment portfolio, find out more about our investment review service.

What our clients say

My wife and I have received financial and investment advice from BLM over many years. The advice given by David Needham has always been well researched, well informed and well presented. This was especially the case in both of our approaches to retirement where the advice offered has proved to be particularly beneficial given the circumstances at the time and the changes in the financial climate since. We both are of the opinion that deciding to use the services of BLM in the first instance has proved to be one of the best investment decisions we made”

Mr S from Leeds, Retired