Invest for your children to give them a head start on their financial journey

We believe one of the greatest gifts you can give your children or grandchildren is to save for their future.

Whether you have a goal to support them through university, help them to buy their first car, or give them a step up onto the housing ladder, you could provide a stable financial foundation for your children to build upon as they venture into adulthood.

Invest for children or grandchildren and give them a solid financial foundation to build on

Junior ISA (JISA)

A JISA is designed for those under the age of 18 and just like an adult ISA, any potential income and capital growth are free of tax. Anyone is able to contribute up to the annual allowance of £9,000 and when the child turns 18 control of the account passes to them.


Making gifts to a trust can allow you to give money to your children or grandchildren whilst still retaining control over when and how those funds are accessed. This allows you to gift money to your family, whatever their age.

The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment.

Family and Finances Report

We know that people often find it difficult to discuss money with their friends and families. The aim of our Family and Finances Report is to encourage people to have conversations with their loved ones about their financial wellbeing, sooner rather than later.

Let's tackle the taboo together.

Some things to consider

JISA: the perfect gift?

A Junior Individual Saving Account (JISA) could be a great way to introduce children to the value of savings and investments at an early age. You can save up to £9,000 per tax year per child and anyone can pay into a JISA making it a great alternative to toys as gifts from family and friends.

Help your grandchildren invest for their futures

Millennials are the first generation to be worse off than their parents. As a grandparent you might be thinking of how you could help out. In this article we look at some of the ways you could help provide a more comfortable life for the next generation.

Are you financially prepared for the unexpected?

We believe having the right protection in place is the cornerstone of a holistic financial plan, yet it is a need that is often overlooked. Having a financial safety net in the form of protection products could provide valuable peace of mind should the unforeseen happen.

Let's start with a free initial consultation

We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.