Investment

Whether you are looking to invest a lump sum to beat the bank, setting up your pension or looking to avoid Inheritance Tax, South Way have the answer for you.  Unlike many firms, we have our own investment committee which selects those funds we believe will be the winners of tomorrow.  We use consistent processes to select these funds and check regularly that they continue to meet our standards.

Wherever possible we use "Wrap" technology to provide our clients with low-cost, efficient portfolio management.  A Wrap is a platform, independent of the life insurance companies and investment houses, on which you can keep all tradable assets such as unit trusts and shares.  You can keep your unit trusts, shares, ISAs, PEPs and pension investment in one place. Investments are repriced daily and our clients enjoy an online snapshot of their wealth at any time.  You can also trade online on your Wrap account (please note that we can't so your money is always under your control).