Summer Savings Offer

Get more for your hard-earned money this Summer

We are here to help you make your savings work harder, so you can save for a brighter future for you and your family.

Invest a lump sum and receive a £100 Amazon.co.uk Gift Card

This Summer, for a limited time only, receive £100 Amazon.co.uk Gift Card when you invest or transfer £10,000 or more into a Lump Sum ISA or With-Profit Bond

Apply before 31st August 2024. Terms and conditions apply.

Choose your option from the selection below.

ISA Transfers

  • Simple and easy to do
  • From £300 minimum
  • Transfer a cash or stocks & shares ISA from another provider
  • 100% unlimited protection (under the Financial Services Compensation Scheme for Insurance products)

ISA - Lump Sum

  • Invest from £2,000 tax-free (up to current ISA limit of £20,000)
  • Compounded annual bonuses
  • The potential for an additional final bonus over the medium to long term
  • No fixed term

With-Profit Bond

  • Invest from min £2,000 (no maximum)
  • Compounded annual bonuses
  • The potential for an additional final bonus over the medium to long term
  • No fixed term

Join us for a FREE family finance seminarWe’re here to help

If you have any questions or want to talk through your options, call our friendly team today.

01689 891454

Lines open Monday to Thursday 8:30 to 17:00, Friday 8:30 to 16:30.