Savings and Investments

Once you have provided for your short to medium term financial needs, you need to think about your longer-term needs such as education costs, retirement and financial security. Long term savings is a great way to provide for these needs. By investing in a range of investment options from capital secure options to shares to alternative assets we in CWM can design an investment portfolio that suits your attitude to risk.


Contributing on a monthly basis is a great way to benefit from euro cost averaging which ensures that you benefiting from investing in the markets on a monthly basis rather than at one particular time. Real assets such as shares and bonds ensure that you get a better return over the long term on your money that you could if held on a deposit account.  If you are not comfortable with investing in higher risk investments we have available a wide range of guaranteed and deposit based options. We will determine what your attitude to risk is and align your savings and investments in line with what your objectives.

We can also offer advice on once-off lump sum investments. CWM Wealth Management has access to a large number of providers and can provide you with an investment opportunity that is best suited to you.

Warning: Past performance is not a reliable guide to future performance.

Warning: The value of your investment may go down as well as up.

Cost of College Education

Budget Calculator

Budgeting for savings made easier with this budget calculator provided by Zurich Life