“Someone is sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett

Whether you have a substantial capital sum, a regular premium to invest or just want to save a small sum for a rainy day, LilleyCo will take the time to understand your situation and advise you as to how you can best meet your objectives.  We will spend time reviewing your existing arrangements, establishing a sufficient emergency fund, discussing and identifying your attitude to risk, and explaining your options for the income or capital that is surplus to your short term needs.

You are never too young to start providing for the time when you finally do give up day-to-day work and are truly independent.  Investment wrappers, for example pensions and ISA’s, can be both confusing and complicated, and we will endeavour to make this very important subject both understandable and relevant to your situation.  Our advice is tailored to meet your individual circumstances, taking into account your budget as well as identifying the actual amounts you would need to invest in order to achieve your goals.

We advise on the following areas:

  • ISAs
  • Unit Trusts
  • OEICs
  • Investment Bonds(Onshore and Offshore)
  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Savings Plans
  • Structured Products
  • Platforms and Wraps
  • Personal Pensions
  • Stakeholder Pensions
  • SIPPs