Savings Management Service

Let Southcote Financial Limited help you maximise your savings

Are you happy with the returns you’re currently receiving from your savings and investments?

Are you concerned that inflation may be affecting your savings?

If you are looking to put away a lump sum of money over the longer term or save regularly over the long term, then our savings management service might be right for you.

We can provide expert guidance and advice using:

  • Tax efficient savings products
  • Wealth Management Service
  • Intelligent and detailed risk profiling technology
  • Ongoing support, monitoring and re-balancing of asset allocation

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.