Savings
& Investments

Savings and Investments Advice

Home  /  Our Services  / Savings & Investments

With so many options and media coverage, it’s hard to know where the best place to put your money is.

At Shalchi & Partners we take the stress out of the process and have already done the research for you.

Investment Advisor

Advisory coverage

  • UK Savings & ISAs
  • NS&I product guidance
  • Utilising taxation allowances over growth and income
  • Calculating the cost of your current plans
  • Regular saving strategy
  • Investing a lump sum
  • Wealth portfolio structure and management

How we can help

  • Goal setting
  • Investing money sensibly
  • Diversification and risk management
  • Tax planning for growth & withdrawals
  • Individual migration and the compliance of investment holdings
  • International currency and tax management
  • Trust planning advice

Pensions &
Retirement

Wealth, Health, Life
& Family Protection

S&P Second Opinion /
Factchecker

Tracing ‘lost’ Money & Financial Policies

Are you ready to book a free consultation?

Experience & Expertise

Regulation & Insurance

Our Values