Investments
​​

We believe all clients should have personal, face-to-face advice specific to their individual circumstances, and tax status.                                       

 

It is vital that we provide advice regarding appropriate and tax-efficient investment choices for clients of all ages bearing in mind their individual attitude to risk.  Our investment panel includes some of the major providers together with Openwork's own investment company.

 

Estate Preservation

We specialise in providing a full service which enables clients to mitigate their Inheritance Tax liabilities.  This is achieved by the use of appropriate Trusts during their lifetimes.​

Also, by working together with selected local solicitors we are able to offer advice for comprehensive individual  solutions.

Please note - Trusts are not regulated by the Financial Conduct Authority.

Please note - HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen

Pension Savings & Retirement Options

Whether clients are looking to save for retirement or to take their benefits from existing pension schemes, we give advice on a range of products from highly regarded pension and retirement option providers.

Protection

Whether it’s mortgage, family or business protection, our panel of leading providers can offer clients peace of mind.                       

Additionally, we offer clients advice on value-for-money General Insurance cover.   

Visit:
​664 Muller Road
Bristol  BS5 6XB
 
Call
Tel:  0117 951 7700

 

2020 by Colin J Locke & Co

All rights reserved