Family services
ISAs & investments
You’ve worked hard to build your wealth, but invest it in the wrong way and you could find yourself struggling to get the financial returns you want. The strength and reliability of our investment advice will help to take the stress out of managing your portfolio. It’s one of the main reasons that clients choose to work with us.
Nobody can guarantee investment performance, but what we CAN do is design an investment strategy that is tailored to you and that focuses specifically on helping you meet your financial objectives for the future. We’ll work closely with you to understand your attitude to risk, so that whatever we propose will sit comfortably with you and can be managed properly to avoid any nasty surprises.
We undertake regular reviews to help keep your financial plan on track and allow adjustments to be made if your circumstances change. You’ll have peace of mind that your wealth has been invested sensibly and is being managed proactively, to deliver the best possible results for you and your family.
Choose Omni Financial for
Strong, reliable investment advice
Personalised investment plans
Proactive risk management
Regular financial reviews and guidance
Contact us today to discuss your investment strategy and see how we can help you achieve your goals.
Important information
The value of investments and the income from them may go down. You may not get back the original amount invested.
Talk to an adviser
Book your free first meeting
No obligation. We’ll listen, explain your options and only recommend what’s right for you.
Related services
You may also be interested in
Pensions & retirement
Plan for the retirement you want, review existing pensions and make sense of your options.
Find out more
Residential mortgages
From your first home to remortgaging, help finding the right mortgage for you, with a mortgage calculator.
Find out more
Inheritance tax planning
Plan ahead to protect your estate and pass on more of what you have built.
Find out more
Free tools
Try our free tools
Pension calculator
See what your pension could pay in retirement, and whether you are on track.
Try it free
Q&A
Questions & answers
How much can I put into an ISA?
The overall ISA allowance is 20,000 pounds per tax year. From April 2027 the amount under-65s can put into cash ISAs is due to be limited to 12,000 pounds of that allowance, with the rest available for stocks and shares ISAs.
What is the difference between a cash ISA and a stocks and shares ISA?
A cash ISA pays interest on savings. A stocks and shares ISA invests in funds or shares, which can grow more over the long term but can also fall in value. Both are free of UK income tax and capital gains tax.
How do you decide where to invest my money?
We start with your goals, timescale and attitude to risk, then build a diversified portfolio from across the market and review it with you regularly.
Can I lose money investing?
Yes. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. Investing is generally best suited to money you will not need for at least five years.
Your first meeting is free
Talk to an independent financial adviser in St Albans. Call 01727 223251 or send us a message.