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Savings and Investments

Save and invest with peace of mind

We have savings and investment opportunities for all your needs and goals. Give us a call for free impartial advice.

Personal Savings

Saving for a House

Saving for Education

Button [Get in touch with one of our advisors today] – link to the contact form at the bottom of the page

Planning for a brighter, more secure future

We offer a range of savings and investment products, tailored to suit your needs and aspirations. All our advice is impartial and we will work with you to build a plan that suits your circumstances.

Growing your savings is simple

Regular saving is a great way to build up money over time, for anything from emergencies to your retirement. Find out how easy it is to save with our regular saving plans and enjoy the increased interest rates on offer.

Investing in a fund to beat inflation

Investing in a fund can give you the opportunity to earn an inflation beating return. With no upfront fees, diversification, and the potential for growth, this is one way to ensure your hard-earned money keeps up with your lifestyle.

Make your money work for you

You don’t have to be a millionaire or an expert to use funds to grow your savings. Growing your assets with the help of a qualified advisor is easy and can make all the difference. Whether you’re saving for a new home, wedding, college fees, or just for rainy days, our team of advisors will work with you to find the right investment plan.

Find out more about how we can help you

  • Personal Savings

    It’s time to start saving for a brighter future! FDC Financial Services offer a range of saving and investment options with Zurich.

    Zurich’s Regular Savings Plan might be the right choice for you to reach your financial goals. Learn more about what our financial advisors can do for you.

  • Savings Calculator

  • Budget Calculator

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

  • Saving for a house

    The time to start saving for your first home is now. It’s not uncommon for people to put down 20% or more when buying a home. Even if you can’t save that much upfront, there are other steps you can take to make it easier on yourself. Saving for a house requires some sacrifice and dedication, but even small amounts put away regularly can have a big impact over time. Discuss your short-term and long-term financial goals with our Qualified Financial Advisors and they will come up with a plan accordingly to get you from there to where you want to be.

  • Personal Annual Budget Spreadsheet

    Getting to grips with your monthly and yearly personal and household budget can be challenging, but it doesn’t have to be. Using our annual budget spreadsheet can help you to manage you income and expenses and budget more effectively. Our budget planner looks at your monthly income and outgoings and works out how much you are spending each month. It then looks at your expenditure for the year, shows you how you can plan for events throughout the year and where improvements can be made, which will help you meet your financial goals. Download the Excel Budget Spreadsheet and see where you can make savings and how much money you have to save or invest.

  • Saving for education

    Education is an essential part of life. However, with the rising cost of college tuition and other fees, socking money away for your child’s future education can be difficult. Luckily, there are several ways to save money for your child’s future education without breaking the bank and Regular Savings Plan from Zurich is one of them!

  • Cost of College Education Calculator