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Try our easy to use investment growth calculator

Building wealth is a long-term activity. In addition to cash and property, your investments play an important part in your journey toward financial freedom. Use our investment growth calculator to see if you are on track toward your personal goals.

If you would like to find out more about our investment planning and wealth management services, scroll toward the bottom of this page.

Using our investment calculator

To generate an example of how your investments may grow and perform over time, simply fill in the fields below and the results will be calculated for you. 

Growth Interest Rate (%)

Investment Duration (Years)

Regularly Monthly Investment (£)

Initial Lump Sum Investment (£)

Target Fund Value (if required) (£)

Your Results

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Note: Annual Management charges, and New Investment charges are ignored.

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.

Related services & articles

If you are focusing on building wealth, saving, and investing toward your future, here are some links to the services we offer:

Should you wish to learn more about the topic of investing, and wealth-building here are some links to a selection of our informative articles:

Please see a selection of recent reviews and testimonials our financial advisers have received

My adviser is very knowledgeable in the areas of investments and pensions. I found her very thorough and look forward to an ongoing relationship.
AJ - Dartford
My adviser did a grand job on sorting out all my pensions for me which lifted a great weight off my shoulders; also, excellent advice on savings and investments.
HN - Bedfordshire
Very efficient and professional, explained the processes very clearly. My adviser understood what I wanted to achieve, he made things easy to understand and explained the more complex issues in layman’s terms.
KC - Brentwood

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