For people who have a lump sum or some excess savings they'd like to consider investing, PTI offers advice on investment options available to them on the market today from our product providers. PTI can offer knowledgeable advice on the following investment products:

​

• Investments Bonds

• Regular Savings Plans

• Children's Savings plans

​

To explore investment options with our clients, we first carry out what is called a "fact find" of your current financial circumstances and to find out what your future goals are for the investment. For example you may want to meet a future saving's target to fund a deposit for a house or to fund a child's educational costs.

​

PTI will request you to fill out what is called a "risk profile questionnaire" to find out what level of risk you are comfortable with and what is most appropriate for your unique circumstances.

​

Using the information from the "fact find" and "risk profile questionnaire", PTI will research investment products available from our product providers to find one that matches your unique circumstances and risk profile. 

​

Click here to make an appointment for a free consultation about your investment options. 

​​​​​