Whether you’re looking to save for a specific event, build a nest egg, or generate retirement income, our ‘pre’ and ‘at’ retirement propositions can help you achieve your goals.
Working with Openwork’s ‘own-label’ range selected on our behalf by our own fund management company, Omnis Investments Ltd and utilising their highly-rated fund managers we are able to offer a significant investment platform for your retirement planning.
We are also able to offer advice on specialist off-platform products offered by globally-recognised providers like MetLife and Prudential.
You should not use past performance as a reliable indicator of future performance. It should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. You may not get back the amount you originally invested.
Thanks Mhairi for all your help. You were invaluable in knowing which funders to approach, given I had recently become self-employed. By using you, I definitely saved myself a lot of time and effort.
Andrew remains the same unflappable fountain of knowledge who has provided expert, helpful advice to me and my family across a wide range of issues.
We have trusted Middlemiss and Associates with our finances for around 25 years and have always been delighted with the service the team provides.