Save and Invest

Whether you're buying a home or growing your construction business, Financial Planning by Biz Associates can help you achieve your financial goals. We work to ensure your money works as hard as you do.

Why Choose Us?

  • Independent Financial Planners: Our highly qualified advisers provide personalized and tailored investment recommendations.
  • Full Market Access: We research all opportunities to create a plan that fits your investing style.
  • Free Initial Consultation: Discuss your situation and goals with us at no cost.
  • Expertise in Small Business and Limited Companies: We ofer insights into the tax benefits and higher returns of investing company cash balances compared to low- interest bank accounts.
  • Tax Eficiency: We collaborate with your accountant to maximize the tax eficiency of your investment savings.

Investment Solutions

Our range of investment solutions includes:

  • Bespoke Discretionary Fund Management
  • Managed Portfolio Service
  • With Profit Funds or Collective Investments
  • Stocks & Shares ISAs
  • Investment Bonds
  • Limited Company Director Investments

Services We Ofer

  • Setting Up New Investments
  • Reviewing Existing Investments
  • Providing Ongoing Advice

Get Started Today

Book a free consultation with an expert Independent Financial Planner:

For more information, visit Financial Planning by Biz Associates to learn about our team and the investment services we ofer.

Require more information?

If you would like more information or would like to speak to us direct then call us on 020 8868 7700. Or if you would prefer, ask us a question online.