Investments & Savings Advice

Build and save your money efficiently & effectively

At Blithe House, our mission is to help guide you towards financial security and prosperity. As your financial partners, we understand the importance of personalised advice and tailored solutions. Whether you’re saving for a rainy day, planning for retirement, or looking to grow your wealth, Blithe House is here to guide you every step of the way.

Investments & Savings Advice

Why Choose Blithe House?

Expertise You Can Trust: With years of experience in the financial industry, our team of experts brings a wealth of knowledge and insights to the table. We stay up-to-date on market trends, investment strategies, and regulatory changes to ensure that you receive the best possible advice.

Comprehensive Range of Services: From savings accounts to investment portfolios, retirement planning to estate planning, we offer a comprehensive range of services to help you achieve your financial goals at every stage of life.

Tailored Solutions for Your Unique Needs: We recognise that every individual’s financial situation is unique. No two clients are ever the same and that is why we go the extra mile to provide you with a personal service that will match your circumstances. We take the time to understand your goals, risk tolerance, and financial aspirations before putting together a personalised plan that is tailored to your specific needs and circumstances.

Explore Our Services

Savings Accounts: Start building your financial foundation with a savings account that works for you. Whether you’re saving for a vacation, a new home, or a rainy day fund, we can advise on accounts that offer competitive interest rates and flexible features to help you reach your goals.

Investment Portfolios: Ready to grow your wealth? Our expert advisers will work with you to develop a customised investment portfolio designed to maximise returns while managing risk. Whether you’re a conservative investor or looking for high-growth opportunities, we have investment options to suit your needs. And it doesn’t stop there. We will contact you on a regular basis to review your investments, keep them on track and make sure that they are still suitable for your needs at all times.

Retirement Planning: Planning for retirement is essential, no matter your age. Our retirement planning services will help you navigate pension options, tax implications, and withdrawal strategies to ensure a comfortable and worry-free retirement.

Estate Planning: Protect your legacy and provide for your loved ones with our estate planning services. From wills and trusts to inheritance tax mitigation, our advisers will help you create a comprehensive plan that ensures your assets are distributed according to your wishes.

Experience Personalised Financial Guidance with Blithe House

At Blithe House, we believe that financial planning is about more than just numbers – it’s about your dreams, aspirations, and values. That’s why we take a personalised approach to financial guidance, taking the time to understand your unique situation and goals before offering tailored advice and solutions.

Cutting-Edge Technology: We leverage cutting-edge technology and data analytics to provide you with the tools and resources you need to manage your finances effectively. With our mobile app, we make it easy for you to stay informed and in control of your financial future.

We’re Totally Independent: You won’t find any corporate bias here. Our advice is all about what’s best for you. We are not affiliated with any particular banks or investment platforms, so you can rest assured that we’ll only ever act in your best interests.

FCA Approved: Yep, we’re the real deal. Fully authorised and regulated by the Financial Conduct Authority (FCA), so you can have peace of mind knowing that we’re playing by the rules (FCA Number 625295)

What our clients say:

  • In 2019 I received a sizable inheritance and I wasn’t sure what to do with it, so I came to Blithe House as recommended by a friend of mine and Jonathan put together an investment portfolio for me that has proven to be really fruitful so far. I also love that Blithe has its own app where I’m able to track my investments myself.

    Ashleigh G

  • You guys are the best! For anyone who is thinking of working with Blithe House, I’d say go for it. They really do know their stuff. Thanks to Jonathan’s advice, I’m seeing really decent growth in my investments. And big shout out to the team in general for always being reliable and communicative.

    Sadik N

Get in touch

Please use our details below or fill out the form and a member of the team will get back to you.

Tel: 01925 918029

Email: info@blithehouse.co.uk

Address:

60A High Street,
Newton Le Willows,
Merseyside,
WA12 9SH

Open: Monday - Friday: 9am-5:30pm
Use our online form

Financial services tailored to you