Savings & Investments
Your trusted financial planner
Bridge Investments are independent stockbrokers and financial planners which means that we are not tied to any financial service providers. We are able to access the full spectrum of products and services that will help clients reach their financial goals. We take a long-term view on investments and therefore, we believe in time in the market, not timing the market. We recommend a diversified and balanced mix of investments that have the potential to perform well over the long term, while managing risk.
For some people the thought of investing a significant sum can be an unnerving task. We take time to explain the investment process in detail with clients; helping to provide clarity and reassurance prior to investment decisions being made.
At Bridge Investments we appreciate that every client is different in their situation and circumstances. Clients trust us to work closely with them to reach their long-term financial goals and to maximise tax-efficiency. Our investment management process is one that is proactive, monitored and reviewed to ensure your portfolio is managed as market conditions or your circumstances change.
Below are some of the more typical investment areas we advise clients on:
- Mutual Funds – Unit Trusts / OEIC
- Investment Trusts
- Fixed Income – Bonds & Gilts
My advisor at Bridge Investments partners is knowledgeable, well informed and not afraid to tell me things I might not want to hear. We make investment calls jointly, which is important, but the decisions are still mine.
…in March 2010 I signed up with Bridge Investments Partners, and they have provided me with financial advice and services to my satisfaction. I can recommend the services of Bridge as financial advisers and as a company. They are friendly and easy to get along with.
Angus Kirk has acted as a Financial Advisor to myself and my wife for nearly 10 years. When the company for whom he worked was acquired by another company, I decided to stay with Angus as I had always found him to be a man of integrity. He commenced business on his own account but has retained the “personal touch” when dealing with our investment requirements and his associates and staff are also diligent and helpful when required. I would have no hesitation in recommending Angus to any potential future clients.
A true financial partner, I have absolutely no hesitation in recommending him to anyone seeking more effective wealth management. He has been of immense help to me, not only in organising my financial affairs more advantageously and obtaining better value in terms of investment costs, but in terms of his patience in explaining his recommendations. Angus Kirk is a rare find – a highly responsive financial adviser who identifies his clients’ needs intelligently and then explains his recommended strategies in a straightforward and totally transparent way.