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Savings – Smith Robinson & Co

Savings

    • Trusted

      Establish in 1980 we have over 3 decades managing clients money.

    • Affordable

      Financial advice without prohibitive fees.

    • Professional

      Award winning investment management.

  • The easy way to start saving online 

    Our online investment platform allows you to start saving for medium to long term goals.

    • Save regularly or with a lump sum.
    • Use your ISA allowances to grow your money tax efficiently. 
    • Transfer you existing previous years ISAs 

    The investment platform will suggest a group of investments based on the questions you answer. You can do this all through the portal online and without the need to speak to a financial adviser. You’ll be able to view how your portfolio is doing whenever you wish and we’ll send you quarterly reports too. 

    If you want a more tailored group of investments you can ask us for advice either through the online portal or by phoning our office. 

  •  

    Have a Look

    See what risk level you are

  • TRY IT NOW

    YOU CAN SEE HOW IT WORKS, WITHOUT INVESTING

  • How it works

    1. Complete Our Questionnaire

    Our system will guide you through the questions online so we can appropriately understand your circumstances. Using this information, we can suggest the portfolio that most accurately reflects your values.

    2. Consider Your Risk and Circumstances

    We’ll ask you how much you want to invest and for how long. Together with assessing your attitude to risk, we’ll use this information to tailor an investment portfolio for you. This takes the burden away from you having to choose your own individual funds. We have safeguards in place to ensure you won’t investor in a portfolio that isn’t suitable for the amount of risk you want to take.

    3. Review Your Portfolio Recommendation

    Once you’ve completed the first two steps, we’ll show you the suggested portfolio so you can see how well your money is diversified and where it’s invested.

    4. Invest Online

    When you’re happy with the portfolio, you just need to accept this online and start your savings plan. You can change this anytime if you want to take more or less risk in the future. We are always here for a chat if you want to speak to us.

    5. Let us Take Care of the Ongoing Management

    Our investment managers will look after your portfolio on a day-to-day basis. They’ll make sure it stays in line with your risk levels and will also keep an eye on its performance. Once a year you’ll receive a valuation of all investments and every six months you’ll get a statement outlining your holdings and any cash balances.

  • Investment risk: Investment in the stock market is not a suitable place for short term money and you may not get back what you put in. All investment carries risk and it is important you understand this, if you are in any doubt about whether an investment is suitable for you, please contact us. Investment in the stock market and any income derived from it, may go down as well as up.

    Smith Robinson are authorised and regulated by the Financial Conduct Authority (FCA number 118992).

Smith Robinson & Co Financial Advisers is Authorised & Regulated by the Financial Conduct Authority - Number 118992. Customer Privacy Notice