Savings and Investments

Christie Financial Planning Limited has been assisting clients with their savings and investments over many years. We have designed and implemented various portfolios to hold clients’ assets in the most tax-efficient manner. These portfolios range from relatively straightforward Individual Savings Accounts (ISAs) to bespoke alternative investment market share portfolios, used specifically for Inheritance Tax planning.

Our expertise allows us to consider all suitable arrangements and, after due consultation with our client, we will design a plan that will best reflect their individual requirements.