Investments

Birkett Long has been providing investment advice to clients for more than 15 years.  We have the capacity and experience to provide investment advice 'across the board', including investment vehicles such as Personal Equity Plans (PEP), Individual Savings Accounts (ISAs) and Investment Bonds (both Onshore and Offshore), as well as providing advice on Stocks and Shares.

We have particular strength in regard to Trust investments working closely with the firm's Trusts team.

Our service includes provision of a useful annual Investment Summary, which can incorporate your existing investments as well as those effected through Birkett Long, and the facility to contact one of our Financial Advisers for guidance at any time.

As Independent Financial Advisers we are able to recommend suitable investments from a wide cross section of products available on the market place.

Main Services

• Individual Savings Accounts (ISAs)
• Personal Equity Plan (PEP) transfers
• Unit Trusts/Open Ended Investment Companies
• Investment Trusts
• Investment Bonds
• Income Bonds
• Offshore Investment products
• Trust Investments

  Key Contacts 

Alan Goggin - 01206 217309
Colin Hyoms - 01245 453800
Michael Cracknell - 01206 217309

Click on a link below for further independent financial advice:

Critical Illness Cover
Income Protection
Inheritance Tax Planning
Life Assurance
Medical Insurance
Mortgages
Pensions
Property & Contents Insurance