Andrew Gray & Associates Ltd
About Us
Investments/Savings

  • We will record and assess the client’s current and previous regular savings plans and any previous lump sum investments.
  • We will explain why a good process of managing money is important and help the client understand asset classes and risk, and how to establish their own "risk profile".
  • We will give general guidance on the tax treatment/advantages of different savings and investment products, and help client’s organise their money in a tax efficient way.