Tel: 01384 293578




The Redlake Consultancy
(Kingswinford) Ltd.
is directly regulated by the Financial
Conduct Authority.

Investments & Savings

Investing for the Future

Before we advise on any investment strategy, it is important that you consider what you wish to achieve: capital growth, financial security or tax efficient savings. We need to understand whether you have any major expenditure, on the horizon, like a wedding or a house move. Your strategy will always be unique to you, it will reflect your aspirations and plans, identifying how best to achieve your financial goals and by carrying out a detailed analysis of your current situation, we can provide a tailor-made plan for the future.

Saving for Children

Everyone wants their children to have a good start in life, and what better way than to start building a savings account, to help fund their future. We will explain how the government’s Child Trust Fund works, how best to build up a tax free lump sum and how to take advantage of investment flexibility from leading banks and building societies.
  • ISAs
  • Unit trusts
  • Bonds
  • Investment portfolios
  • Savings for children
  • Tax free investments